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 | $209,282 | $185,822+12.6% | $169,993+23.1% | $139,434+50.1% |
| Participation rate | 27.3% | 87.8%-60.5pp | 87.0%-59.7pp | 80.3%-53.0pp |
| Annual return | 11.06% | 60.50%-49.4pp | 53.37%-42.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,702 | $7,590-77.6% | $6,785-74.9% | $4,751-64.2% |
| Participant deferral / active EE | $4,490 | $11,622-61.4% | $10,408-56.9% | $6,710-33.1% |
| Admin fee / account holder | $1,782 | $15,381-88.4% | $12,815-86.1% | $11,403-84.4% |