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 | $248,159 | $177,572+39.8% | $154,803+60.3% | $142,382+74.3% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.1%-50.8pp | 80.1%-52.8pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,287 | $4,810-73.2% | $4,305-70.1% | $4,299-70.1% |
| Participant deferral / active EE | $3,714 | $6,272-40.8% | $5,540-33.0% | $6,507-42.9% |
| Admin fee / account holder | $2,713 | $16,786-83.8% | $14,329-81.1% | $12,624-78.5% |