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 | $126,156 | $117,983+6.9% | $101,794+23.9% | $142,382-11.4% |
| Participation rate | 29.2% | 74.2%-45.1pp | 69.2%-40.0pp | 80.1%-51.0pp |
| Annual return | 13.05% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $629 | $2,773-77.3% | $2,289-72.5% | $4,299-85.4% |
| Participant deferral / active EE | $1,794 | $4,714-61.9% | $4,084-56.1% | $6,507-72.4% |
| Admin fee / account holder | $694 | $10,433-93.3% | $8,777-92.1% | $12,624-94.5% |