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 | $168,159 | $159,934+5.1% | $147,005+14.4% | $145,959+15.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 14.30% | 98.24%-83.9pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,453 | $5,287-72.5% | $4,934-70.5% | $4,661-68.8% |
| Participant deferral / active EE | $5,021 | $8,427-40.4% | $8,070-37.8% | $6,689-24.9% |
| Admin fee / account holder | $492 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |