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 | $126,480 | $105,931+19.4% | $81,930+54.4% | $158,922-20.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.4pp | 82.0%-26.4pp |
| Annual return | 11.22% | 38.17%-27.0pp | 29.49%-18.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $580 | $7,800-92.6% | $4,310-86.5% | $4,761-87.8% |
| Participant deferral / active EE | $1,787 | $13,003-86.3% | $7,107-74.9% | $5,982-70.1% |
| Admin fee / account holder | $3,942 | $8,489-53.6% | $5,158-23.6% | $11,246-64.9% |