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 | $163,306 | $176,812-7.6% | $146,665+11.3% | $167,490-2.5% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 14.35% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,054 | $5,160-60.2% | $4,136-50.3% | $4,837-57.5% |
| Participant deferral / active EE | $5,277 | $6,440-18.1% | $5,506-4.2% | $6,341-16.8% |
| Admin fee / account holder | $12,723 | $13,259-4.0% | $10,280+23.8% | $12,309+3.4% |