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 5-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 | $149,645 | $133,958+11.7% | $112,228+33.3% | $134,475+11.3% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | 17.20% | 47.11%-29.9pp | 27.45%-10.2pp | 417.96%-400.8pp |
| Employer contribution / active EE | $2,330 | $4,038-42.3% | $3,635-35.9% | $4,740-50.8% |
| Participant deferral / active EE | $4,002 | $5,291-24.4% | $4,728-15.4% | $6,400-37.5% |
| Admin fee / account holder | $3,652 | $7,489-51.2% | $6,410-43.0% | $11,426-68.0% |