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 4-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 | $171,084 | $140,940+21.4% | $112,229+52.4% | $139,434+22.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 23.21% | 32.71%-9.5pp | 30.20%-7.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,841 | $4,283-57.0% | $3,430-46.3% | $4,751-61.3% |
| Participant deferral / active EE | $9,207 | $5,874+56.7% | $4,798+91.9% | $6,710+37.2% |
| Admin fee / account holder | $694 | $9,954-93.0% | $7,748-91.0% | $11,403-93.9% |