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 | $128,083 | $101,069+26.7% | $81,478+57.2% | $147,584-13.2% |
| Participation rate | 59.1% | 74.5%-15.4pp | 68.0%-8.9pp | 82.8%-23.7pp |
| Annual return | 19.11% | 32.40%-13.3pp | 38.78%-19.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $837 | $3,205-73.9% | $2,568-67.4% | $4,876-82.8% |
| Participant deferral / active EE | $4,690 | $4,242+10.6% | $3,537+32.6% | $5,439-13.8% |
| Admin fee / account holder | $1,069 | $5,812-81.6% | $4,561-76.6% | $10,885-90.2% |