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 | $123,840 | $115,882+6.9% | $100,516+23.2% | $158,922-22.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 9.69% | 34.79%-25.1pp | 30.89%-21.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $625 | $4,103-84.8% | $3,418-81.7% | $4,761-86.9% |
| Participant deferral / active EE | $5,395 | $6,674-19.2% | $6,270-14.0% | $5,982-9.8% |
| Admin fee / account holder | $1,541 | $10,995-86.0% | $8,081-80.9% | $11,246-86.3% |