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 | $197,083 | $159,602+23.5% | $150,045+31.3% | $142,382+38.4% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.3%-36.2pp | 80.1%-34.0pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $951 | $4,961-80.8% | $4,693-79.7% | $4,299-77.9% |
| Participant deferral / active EE | $4,798 | $8,310-42.3% | $7,997-40.0% | $6,507-26.3% |
| Admin fee / account holder | $448 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |