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 | $168,953 | $227,553-25.8% | $189,557-10.9% | $167,490+0.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 8.20% | 78.40%-70.2pp | 64.17%-56.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,567 | $5,316-70.5% | $4,412-64.5% | $4,837-67.6% |
| Participant deferral / active EE | $6,222 | $7,002-11.1% | $6,174+0.8% | $6,341-1.9% |
| Admin fee / account holder | $1,185 | $11,878-90.0% | $9,807-87.9% | $12,309-90.4% |