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 | $125,897 | $100,773+24.9% | $88,946+41.5% | $142,382-11.6% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 18.57% | 70.18%-51.6pp | 57.82%-39.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $528 | $2,918-81.9% | $2,555-79.3% | $4,299-87.7% |
| Participant deferral / active EE | $3,140 | $5,230-40.0% | $4,581-31.5% | $6,507-51.7% |
| Admin fee / account holder | $502 | $9,693-94.8% | $8,261-93.9% | $12,624-96.0% |