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 | $171,641 | $171,164+0.3% | $127,761+34.3% | $152,861+12.3% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.0%-19.9pp | 82.4%-23.4pp |
| Annual return | 27.08% | 23.54%+3.5pp | 26.14%+0.9pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,367 | $5,447-74.9% | $4,574-70.1% | $4,762-71.3% |
| Participant deferral / active EE | $3,788 | $7,038-46.2% | $6,021-37.1% | $5,850-35.2% |
| Admin fee / account holder | $1,441 | $14,530-90.1% | $9,395-84.7% | $11,596-87.6% |