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 | $122,134 | $99,918+22.2% | $81,382+50.1% | $145,922-16.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 10.29% | 34.32%-24.0pp | 24.73%-14.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $926 | $2,978-68.9% | $2,463-62.4% | $4,660-80.1% |
| Participant deferral / active EE | $1,461 | $4,605-68.3% | $3,883-62.4% | $6,688-78.2% |
| Admin fee / account holder | $7,483 | $8,212-8.9% | $5,768+29.7% | $13,397-44.1% |