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 | $108,579 | $107,334+1.2% | $92,893+16.9% | $152,861-29.0% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 19.62% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $936 | $4,221-77.8% | $3,653-74.4% | $4,762-80.3% |
| Participant deferral / active EE | $2,694 | $4,845-44.4% | $4,236-36.4% | $5,850-54.0% |
| Admin fee / account holder | $401 | $7,079-94.3% | $5,794-93.1% | $11,596-96.5% |