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 | $190,267 | $177,572+7.1% | $154,803+22.9% | $142,382+33.6% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.1%-19.0pp | 80.1%-21.0pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,001 | $4,810-79.2% | $4,305-76.7% | $4,299-76.7% |
| Participant deferral / active EE | $4,687 | $6,272-25.3% | $5,540-15.4% | $6,507-28.0% |
| Admin fee / account holder | $1,989 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |