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 | $111,535+25.5% | $105,223+33.0% | $137,256+2.0% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 14.08% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $992 | $3,939-74.8% | $3,689-73.1% | $4,156-76.1% |
| Participant deferral / active EE | $3,630 | $5,500-34.0% | $5,072-28.4% | $6,407-43.3% |
| Admin fee / account holder | $12,109 | $9,721+24.6% | $8,859+36.7% | $12,270-1.3% |