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 | $198,333 | $159,602+24.3% | $150,045+32.2% | $142,382+39.3% |
| Participation rate | 39.1% | 84.0%-44.8pp | 82.3%-43.2pp | 80.1%-41.0pp |
| Annual return | 16.18% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,554 | $4,961-68.7% | $4,693-66.9% | $4,299-63.9% |
| Participant deferral / active EE | $2,712 | $8,310-67.4% | $7,997-66.1% | $6,507-58.3% |
| Admin fee / account holder | $4,433 | $14,846-70.1% | $13,435-67.0% | $12,624-64.9% |