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 | $134,614 | $121,625+10.7% | $104,607+28.7% | $158,922-15.3% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 13.82% | 465.26%-451.4pp | 340.46%-326.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $556 | $3,163-82.4% | $2,681-79.3% | $4,761-88.3% |
| Participant deferral / active EE | $3,077 | $4,177-26.3% | $3,740-17.7% | $5,982-48.6% |
| Admin fee / account holder | $2,040 | $7,787-73.8% | $6,473-68.5% | $11,246-81.9% |