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 | $178,488 | $162,781+9.6% | $133,956+33.2% | $158,922+12.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.96% | 41.94%-19.0pp | 45.09%-22.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $963 | $4,975-80.6% | $3,919-75.4% | $4,761-79.8% |
| Participant deferral / active EE | $4,750 | $5,911-19.6% | $5,048-5.9% | $5,982-20.6% |
| Admin fee / account holder | $2,915 | $11,736-75.2% | $8,927-67.3% | $11,246-74.1% |