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 | $162,281 | $154,117+5.3% | $129,995+24.8% | $139,434+16.4% |
| Participation rate | 54.2% | 82.0%-27.8pp | 78.5%-24.3pp | 80.3%-26.2pp |
| Annual return | 22.60% | 32.48%-9.9pp | -137.18%+159.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,945 | $5,289+31.3% | $4,320+60.8% | $4,751+46.2% |
| Participant deferral / active EE | $7,380 | $6,710+10.0% | $5,820+26.8% | $6,710+10.0% |
| Admin fee / account holder | $15,786 | $14,007+12.7% | $10,614+48.7% | $11,403+38.4% |