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 7-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 | $132,418 | $95,266+39.0% | $82,389+60.7% | $142,382-7.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 15.11% | 25.74%-10.6pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $829 | $2,991-72.3% | $2,517-67.1% | $4,299-80.7% |
| Participant deferral / active EE | $1,131 | $4,809-76.5% | $4,155-72.8% | $6,507-82.6% |
| Admin fee / account holder | $1,194 | $8,563-86.1% | $7,231-83.5% | $12,624-90.5% |