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 | $121,303 | $99,877+21.5% | $84,966+42.8% | $145,922-16.9% |
| Participation rate | 39.1% | 74.1%-35.0pp | 67.5%-28.4pp | 80.3%-41.1pp |
| Annual return | 12.30% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $932 | $3,231-71.2% | $2,727-65.8% | $4,660-80.0% |
| Participant deferral / active EE | $2,008 | $5,291-62.1% | $4,519-55.6% | $6,688-70.0% |
| Admin fee / account holder | $32,898 | $7,248+353.9% | $6,149+435.0% | $13,397+145.6% |