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 | $151,606 | $232,540-34.8% | $185,117-18.1% | $147,584+2.7% |
| Participation rate | 68.8% | 82.4%-13.6pp | 77.3%-8.5pp | 82.8%-14.1pp |
| Annual return | 17.59% | 43.03%-25.4pp | 40.50%-22.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $689 | $5,195-86.7% | $4,182-83.5% | $4,876-85.9% |
| Participant deferral / active EE | $6,573 | $5,834+12.7% | $5,045+30.3% | $5,439+20.9% |
| Admin fee / account holder | $2,001 | $10,275-80.5% | $8,159-75.5% | $10,885-81.6% |