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 | $200,485 | $210,408-4.7% | $153,485+30.6% | $145,922+37.4% |
| Participation rate | 69.6% | 82.1%-12.6pp | 77.1%-7.5pp | 80.3%-10.7pp |
| Annual return | 15.70% | 13.37%+2.3pp | 15.65%0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,910 | $6,048-68.4% | $5,039-62.1% | $4,660-59.0% |
| Participant deferral / active EE | $3,044 | $7,975-61.8% | $6,757-54.9% | $6,688-54.5% |
| Admin fee / account holder | $6,028 | $19,419-69.0% | $12,724-52.6% | $13,397-55.0% |