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 | $197,356 | $159,602+23.7% | $150,045+31.5% | $142,382+38.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 17.59% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,678 | $4,961-66.2% | $4,693-64.3% | $4,299-61.0% |
| Participant deferral / active EE | $5,648 | $8,310-32.0% | $7,997-29.4% | $6,507-13.2% |
| Admin fee / account holder | $53,560 | $14,846+260.8% | $13,435+298.7% | $12,624+324.3% |