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 | $114,665 | $100,773+13.8% | $88,946+28.9% | $142,382-19.5% |
| Participation rate | 45.8% | 74.3%-28.5pp | 68.8%-23.0pp | 80.1%-34.3pp |
| Annual return | 19.32% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,120 | $2,918-61.6% | $2,555-56.2% | $4,299-74.0% |
| Participant deferral / active EE | $3,736 | $5,230-28.6% | $4,581-18.5% | $6,507-42.6% |
| Admin fee / account holder | $2,863 | $9,693-70.5% | $8,261-65.3% | $12,624-77.3% |