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 | $189,181 | $177,572+6.5% | $154,803+22.2% | $142,382+32.9% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.1%-30.7pp | 80.1%-32.8pp |
| Annual return | 15.62% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,338 | $4,810-72.2% | $4,305-68.9% | $4,299-68.9% |
| Participant deferral / active EE | $6,161 | $6,272-1.8% | $5,540+11.2% | $6,507-5.3% |
| Admin fee / account holder | $1,401 | $16,786-91.7% | $14,329-90.2% | $12,624-88.9% |