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 | $215,893 | $179,726+20.1% | $156,263+38.2% | $142,382+51.6% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 12.84% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,256 | $5,069-75.2% | $4,333-71.0% | $4,299-70.8% |
| Participant deferral / active EE | $5,294 | $6,956-23.9% | $6,158-14.0% | $6,507-18.6% |
| Admin fee / account holder | $14,625 | $17,272-15.3% | $14,255+2.6% | $12,624+15.9% |