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 | $144,891 | $162,781-11.0% | $133,956+8.2% | $158,922-8.8% |
| Participation rate | 59.1% | 83.2%-24.1pp | 79.8%-20.7pp | 82.0%-22.9pp |
| Annual return | 10.37% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,423 | $4,975-71.4% | $3,919-63.7% | $4,761-70.1% |
| Participant deferral / active EE | $2,210 | $5,911-62.6% | $5,048-56.2% | $5,982-63.1% |
| Admin fee / account holder | $14,488 | $11,736+23.4% | $8,927+62.3% | $11,246+28.8% |