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 | $135,381 | $109,881+23.2% | $150,045-9.8% | $84,808+59.6% |
| Participation rate | 48.5% | 76.1%-27.6pp | 82.3%-33.8pp | 68.3%-19.8pp |
| Annual return | 19.87% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $980 | $3,561-72.5% | $4,693-79.1% | $2,631-62.8% |
| Participant deferral / active EE | $4,721 | $6,636-28.9% | $7,997-41.0% | $4,212+12.1% |
| Admin fee / account holder | $538 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |