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 | $205,242 | $178,174+15.2% | $156,181+31.4% | $137,256+49.5% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 12.61% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,049 | $4,972-58.8% | $4,294-52.3% | $4,156-50.7% |
| Participant deferral / active EE | $7,365 | $6,888+6.9% | $6,132+20.1% | $6,407+15.0% |
| Admin fee / account holder | $1,440 | $17,404-91.7% | $14,586-90.1% | $12,270-88.3% |