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 | $201,283 | $179,726+12.0% | $156,263+28.8% | $142,382+41.4% |
| Participation rate | 56.5% | 82.1%-25.6pp | 78.9%-22.4pp | 80.1%-23.6pp |
| Annual return | 17.93% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,280 | $5,069-55.0% | $4,333-47.4% | $4,299-47.0% |
| Participant deferral / active EE | $5,337 | $6,956-23.3% | $6,158-13.3% | $6,507-18.0% |
| Admin fee / account holder | $17,468 | $17,272+1.1% | $14,255+22.5% | $12,624+38.4% |