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 | $172,588 | $157,256+9.7% | $141,162+22.3% | $152,861+12.9% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.4%-24.6pp |
| Annual return | 21.52% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,502 | $5,261-71.5% | $4,735-68.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,459 | $7,109-51.3% | $6,709-48.4% | $5,850-40.9% |
| Admin fee / account holder | $536 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |