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 | $160,072 | $157,256+1.8% | $141,162+13.4% | $152,861+4.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 25.03% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $6,004 | $5,261+14.1% | $4,735+26.8% | $4,762+26.1% |
| Participant deferral / active EE | $2,878 | $7,109-59.5% | $6,709-57.1% | $5,850-50.8% |
| Admin fee / account holder | $1,204 | $12,120-90.1% | $10,261-88.3% | $11,596-89.6% |