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 | $158,989 | $124,281+27.9% | $109,143+45.7% | $167,490-5.1% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 17.54% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $924 | $4,207-78.0% | $3,722-75.2% | $4,837-80.9% |
| Participant deferral / active EE | $5,300 | $5,255+0.9% | $4,653+13.9% | $6,341-16.4% |
| Admin fee / account holder | $1,218 | $7,970-84.7% | $6,752-82.0% | $12,309-90.1% |