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 | $177,943 | $154,228+15.4% | $145,433+22.4% | $137,256+29.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,247 | $4,804-74.0% | $4,554-72.6% | $4,156-70.0% |
| Participant deferral / active EE | $4,466 | $8,216-45.6% | $7,897-43.4% | $6,407-30.3% |
| Admin fee / account holder | $1,847 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |