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 | $142,123 | $101,069+40.6% | $81,478+74.4% | $147,584-3.7% |
| Participation rate | 45.8% | 74.5%-28.6pp | 68.0%-22.1pp | 82.8%-37.0pp |
| Annual return | 14.66% | 32.40%-17.7pp | 38.78%-24.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $675 | $3,205-78.9% | $2,568-73.7% | $4,876-86.2% |
| Participant deferral / active EE | $3,017 | $4,242-28.9% | $3,537-14.7% | $5,439-44.5% |
| Admin fee / account holder | $633 | $5,812-89.1% | $4,561-86.1% | $10,885-94.2% |