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 | $176,454 | $165,335+6.7% | $149,696+17.9% | $158,922+11.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.36% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,309 | $5,103-35.1% | $4,644-28.7% | $4,761-30.5% |
| Participant deferral / active EE | $6,017 | $7,181-16.2% | $6,842-12.1% | $5,982+0.6% |
| Admin fee / account holder | $1,693 | $10,807-84.3% | $9,309-81.8% | $11,246-84.9% |