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 | $210,466 | $159,602+31.9% | $150,045+40.3% | $142,382+47.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 39.04% | 70.24%-31.2pp | 62.55%-23.5pp | 217.08%-178.0pp |
| Employer contribution / active EE | $5,765 | $4,961+16.2% | $4,693+22.8% | $4,299+34.1% |
| Participant deferral / active EE | $8,550 | $8,310+2.9% | $7,997+6.9% | $6,507+31.4% |
| Admin fee / account holder | $1,581 | $14,846-89.4% | $13,435-88.2% | $12,624-87.5% |