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 | $171,692 | $159,602+7.6% | $150,045+14.4% | $142,382+20.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.18% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,406 | $4,961-31.3% | $4,693-27.4% | $4,299-20.8% |
| Participant deferral / active EE | $9,484 | $8,310+14.1% | $7,997+18.6% | $6,507+45.7% |
| Admin fee / account holder | $337 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |