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 | $186,939 | $165,984+12.6% | $164,813+13.4% | $145,922+28.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.78% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,334 | $5,273-74.7% | $4,341-69.3% | $4,660-71.4% |
| Participant deferral / active EE | $2,218 | $6,959-68.1% | $6,031-63.2% | $6,688-66.8% |
| Admin fee / account holder | $6,940 | $16,648-58.3% | $12,690-45.3% | $13,397-48.2% |