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 | $111,200 | $159,602-30.3% | $150,045-25.9% | $142,382-21.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,149 | $4,961-76.8% | $4,693-75.5% | $4,299-73.3% |
| Participant deferral / active EE | $8,560 | $8,310+3.0% | $7,997+7.0% | $6,507+31.5% |
| Admin fee / account holder | $775 | $14,846-94.8% | $13,435-94.2% | $12,624-93.9% |