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 | $178,631 | $148,534+20.3% | $135,903+31.4% | $139,434+28.1% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 20.17% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,018 | $5,243-80.6% | $4,856-79.0% | $4,751-78.6% |
| Participant deferral / active EE | $8,029 | $8,100-0.9% | $7,758+3.5% | $6,710+19.6% |
| Admin fee / account holder | $1,449 | $12,400-88.3% | $10,762-86.5% | $11,403-87.3% |