See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,692 | $214,378-19.4% | $200,582-13.9% | $142,382+21.3% |
| Participation rate | 68.2% | 87.4%-19.3pp | 86.9%-18.7pp | 80.1%-11.9pp |
| Annual return | 13.66% | 46.41%-32.7pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,404 | $6,841-64.9% | $6,419-62.5% | $4,299-44.1% |
| Participant deferral / active EE | $5,015 | $9,865-49.2% | $9,331-46.3% | $6,507-22.9% |
| Admin fee / account holder | $4,813 | $17,692-72.8% | $16,305-70.5% | $12,624-61.9% |