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 | $130,814 | $107,334+21.9% | $92,893+40.8% | $152,861-14.4% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 21.27% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $792 | $4,221-81.2% | $3,653-78.3% | $4,762-83.4% |
| Participant deferral / active EE | $2,833 | $4,845-41.5% | $4,236-33.1% | $5,850-51.6% |
| Admin fee / account holder | $561 | $7,079-92.1% | $5,794-90.3% | $11,596-95.2% |