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 | $140,154 | $127,264+10.1% | $109,895+27.5% | $167,490-16.3% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.2%-38.5pp | 82.1%-46.4pp |
| Annual return | 13.40% | 22.97%-9.6pp | 29.45%-16.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,176 | $3,322-64.6% | $2,842-58.6% | $4,837-75.7% |
| Participant deferral / active EE | $1,919 | $4,514-57.5% | $4,048-52.6% | $6,341-69.7% |
| Admin fee / account holder | $475 | $7,114-93.3% | $6,066-92.2% | $12,309-96.1% |