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 | $218,939 | $177,572+23.3% | $154,803+41.4% | $142,382+53.8% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.1%-8.5pp | 80.1%-10.6pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,959 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $7,173 | $6,272+14.4% | $5,540+29.5% | $6,507+10.2% |
| Admin fee / account holder | $1,229 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |