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 | $134,776 | $124,281+8.4% | $109,143+23.5% | $167,490-19.5% |
| Participation rate | 65.2% | 79.4%-14.2pp | 75.9%-10.7pp | 82.1%-16.9pp |
| Annual return | 14.59% | 26.04%-11.4pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,110 | $4,207-73.6% | $3,722-70.2% | $4,837-77.1% |
| Participant deferral / active EE | $2,264 | $5,255-56.9% | $4,653-51.3% | $6,341-64.3% |
| Admin fee / account holder | $6,680 | $7,970-16.2% | $6,752-1.1% | $12,309-45.7% |