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 | $163,828 | $114,381+43.2% | $107,525+52.4% | $142,382+15.1% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 48.05% | 242.71%-194.7pp | 181.32%-133.3pp | 217.08%-169.0pp |
| Employer contribution / active EE | $3,216 | $4,015-19.9% | $3,754-14.3% | $4,299-25.2% |
| Participant deferral / active EE | $7,451 | $5,564+33.9% | $5,116+45.7% | $6,507+14.5% |
| Admin fee / account holder | $7,118 | $9,860-27.8% | $8,919-20.2% | $12,624-43.6% |