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 | $132,739 | $112,881+17.6% | $90,951+45.9% | $158,922-16.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 12.74% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $966 | $2,893-66.6% | $2,122-54.5% | $4,761-79.7% |
| Participant deferral / active EE | $4,188 | $4,128+1.5% | $3,373+24.2% | $5,982-30.0% |
| Admin fee / account holder | $19,543 | $8,041+143.0% | $5,959+228.0% | $11,246+73.8% |