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 | $185,660 | $176,812+5.0% | $146,665+26.6% | $167,490+10.8% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 15.84% | 24.03%-8.2pp | 22.74%-6.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,177 | $5,160-77.2% | $4,136-71.5% | $4,837-75.7% |
| Participant deferral / active EE | $3,258 | $6,440-49.4% | $5,506-40.8% | $6,341-48.6% |
| Admin fee / account holder | $15,819 | $13,259+19.3% | $10,280+53.9% | $12,309+28.5% |