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 | $170,555 | $89,753+90.0% | $107,525+58.6% | $84,808+101.1% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 35.75% | 29.48%+6.3pp | 181.32%-145.6pp | 40.90%-5.1pp |
| Employer contribution / active EE | $3,279 | $3,113+5.3% | $3,754-12.6% | $2,631+24.6% |
| Participant deferral / active EE | $9,073 | $4,056+123.7% | $5,116+77.4% | $4,212+115.4% |
| Admin fee / account holder | $9,762 | $7,222+35.2% | $8,919+9.5% | $7,344+32.9% |