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 | $197,806 | $185,822+6.4% | $169,993+16.4% | $139,434+41.9% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 16.11% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,714 | $7,590-77.4% | $6,785-74.7% | $4,751-63.9% |
| Participant deferral / active EE | $3,744 | $11,622-67.8% | $10,408-64.0% | $6,710-44.2% |
| Admin fee / account holder | $12,595 | $15,381-18.1% | $12,815-1.7% | $11,403+10.5% |