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 | $221,016 | $209,411+5.5% | $178,490+23.8% | $158,922+39.1% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 11.91% | 188.75%-176.8pp | 151.07%-139.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $4,774 | $5,706-16.3% | $5,011-4.7% | $4,761+0.3% |
| Participant deferral / active EE | $8,910 | $5,954+49.6% | $5,202+71.3% | $5,982+49.0% |
| Admin fee / account holder | $14,491 | $17,074-15.1% | $13,984+3.6% | $11,246+28.9% |