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 | $97,624 | $87,166+12.0% | $76,735+27.2% | $137,256-28.9% |
| Participation rate | 39.1% | 74.4%-35.2pp | 69.5%-30.4pp | 80.0%-40.8pp |
| Annual return | 15.23% | 26.50%-11.3pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $764 | $2,904-73.7% | $2,454-68.9% | $4,156-81.6% |
| Participant deferral / active EE | $3,321 | $4,726-29.7% | $4,088-18.8% | $6,407-48.2% |
| Admin fee / account holder | $3,825 | $8,403-54.5% | $7,189-46.8% | $12,270-68.8% |