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 | $139,987 | $114,381+22.4% | $107,525+30.2% | $142,382-1.7% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.1%-45.7pp | 80.1%-50.7pp |
| Annual return | 14.08% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $992 | $4,015-75.3% | $3,754-73.6% | $4,299-76.9% |
| Participant deferral / active EE | $3,630 | $5,564-34.8% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $12,109 | $9,860+22.8% | $8,919+35.8% | $12,624-4.1% |