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 | $211,526 | $201,272+5.1% | $184,203+14.8% | $145,922+45.0% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 15.10% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,200 | $7,022-68.7% | $6,427-65.8% | $4,660-52.8% |
| Participant deferral / active EE | $4,256 | $9,806-56.6% | $9,131-53.4% | $6,688-36.4% |
| Admin fee / account holder | $2,040 | $16,364-87.5% | $13,901-85.3% | $13,397-84.8% |