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 | $226,575 | $159,602+42.0% | $150,045+51.0% | $142,382+59.1% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,510 | $4,961-69.6% | $4,693-67.8% | $4,299-64.9% |
| Participant deferral / active EE | $6,665 | $8,310-19.8% | $7,997-16.7% | $6,507+2.4% |
| Admin fee / account holder | $962 | $14,846-93.5% | $13,435-92.8% | $12,624-92.4% |