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 | $179,726+14.2% | $156,263+31.3% | $142,382+44.1% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.9%-13.9pp | 80.1%-15.1pp |
| Annual return | 12.61% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,049 | $5,069-59.6% | $4,333-52.7% | $4,299-52.3% |
| Participant deferral / active EE | $7,365 | $6,956+5.9% | $6,158+19.6% | $6,507+13.2% |
| Admin fee / account holder | $1,440 | $17,272-91.7% | $14,255-89.9% | $12,624-88.6% |