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 | $205,934 | $183,592+12.2% | $155,567+32.4% | $145,959+41.1% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 13.49% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,724 | $5,315-29.9% | $4,674-20.3% | $4,661-20.1% |
| Participant deferral / active EE | $7,735 | $6,464+19.7% | $5,628+37.4% | $6,689+15.6% |
| Admin fee / account holder | $4,019 | $19,318-79.2% | $15,916-74.8% | $13,398-70.0% |