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 | $153,558 | $176,812-13.2% | $146,665+4.7% | $167,490-8.3% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.5pp |
| Annual return | 15.56% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,488 | $5,160-51.8% | $4,136-39.8% | $4,837-48.6% |
| Participant deferral / active EE | $6,016 | $6,440-6.6% | $5,506+9.3% | $6,341-5.1% |
| Admin fee / account holder | $1,954 | $13,259-85.3% | $10,280-81.0% | $12,309-84.1% |