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 | $227,265 | $175,202+29.7% | $149,673+51.8% | $139,434+63.0% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 16.06% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,363 | $5,474-2.0% | $4,818+11.3% | $4,751+12.9% |
| Participant deferral / active EE | $6,728 | $6,519+3.2% | $5,680+18.5% | $6,710+0.3% |
| Admin fee / account holder | $12,069 | $16,150-25.3% | $13,210-8.6% | $11,403+5.8% |