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 | $109,122 | $104,251+4.7% | $91,001+19.9% | $147,584-26.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 13.43% | 27.06%-13.6pp | 4.60%+8.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $653 | $3,116-79.0% | $2,456-73.4% | $4,876-86.6% |
| Participant deferral / active EE | $5,078 | $4,195+21.1% | $3,547+43.2% | $5,439-6.6% |
| Admin fee / account holder | $768 | $8,948-91.4% | $5,417-85.8% | $10,885-92.9% |