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 6-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 | $154,260 | $159,602-3.3% | $150,045+2.8% | $142,382+8.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.25% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,150 | $4,961+24.0% | $4,693+31.0% | $4,299+43.1% |
| Participant deferral / active EE | $14,769 | $8,310+77.7% | $7,997+84.7% | $6,507+127.0% |
| Admin fee / account holder | $12,854 | $14,846-13.4% | $13,435-4.3% | $12,624+1.8% |