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 | $183,583 | $177,572+3.4% | $154,803+18.6% | $142,382+28.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.27% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,697 | $4,810-43.9% | $4,305-37.4% | $4,299-37.3% |
| Participant deferral / active EE | $6,805 | $6,272+8.5% | $5,540+22.8% | $6,507+4.6% |
| Admin fee / account holder | $27,345 | $16,786+62.9% | $14,329+90.8% | $12,624+116.6% |