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 | $119,099 | $102,616+16.1% | $81,983+45.3% | $158,922-25.1% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.2%-5.6pp | 82.0%-18.3pp |
| Annual return | 7.51% | 61.04%-53.5pp | 41.31%-33.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $887 | $3,240-72.6% | $2,498-64.5% | $4,761-81.4% |
| Participant deferral / active EE | $2,965 | $4,648-36.2% | $3,722-20.3% | $5,982-50.4% |
| Admin fee / account holder | $327 | $8,235-96.0% | $5,664-94.2% | $11,246-97.1% |