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 | $224,537 | $172,111+30.5% | $150,298+49.4% | $137,256+63.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.19% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,574 | $4,636-66.0% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $2,300 | $6,166-62.7% | $5,453-57.8% | $6,407-64.1% |
| Admin fee / account holder | $650 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |