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 | $200,369 | $171,164+17.1% | $127,761+56.8% | $152,861+31.1% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.0%-21.8pp | 82.4%-25.3pp |
| Annual return | 17.90% | 23.54%-5.6pp | 26.14%-8.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,494 | $5,447-54.2% | $4,574-45.5% | $4,762-47.6% |
| Participant deferral / active EE | $10,961 | $7,038+55.7% | $6,021+82.0% | $5,850+87.4% |
| Admin fee / account holder | $7,844 | $14,530-46.0% | $9,395-16.5% | $11,596-32.4% |