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 | $193,115 | $159,602+21.0% | $150,045+28.7% | $142,382+35.6% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.3%-27.3pp | 80.1%-25.1pp |
| Annual return | 12.45% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,330 | $4,961+27.6% | $4,693+34.9% | $4,299+47.2% |
| Participant deferral / active EE | $2,805 | $8,310-66.2% | $7,997-64.9% | $6,507-56.9% |
| Admin fee / account holder | $2,423 | $14,846-83.7% | $13,435-82.0% | $12,624-80.8% |