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 | $164,681 | $165,912-0.7% | $122,332+34.6% | $147,584+11.6% |
| Participation rate | 68.2% | 79.6%-11.4pp | 71.6%-3.5pp | 82.8%-14.6pp |
| Annual return | 17.56% | 34.55%-17.0pp | 30.27%-12.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,345 | $5,754-41.9% | $4,050-17.4% | $4,876-31.4% |
| Participant deferral / active EE | $6,347 | $4,005+58.5% | $3,287+93.1% | $5,439+16.7% |
| Admin fee / account holder | $3,238 | $7,424-56.4% | $5,478-40.9% | $10,885-70.2% |