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 | $128,089 | $109,413+17.1% | $156,263-18.0% | $84,808+51.0% |
| Participation rate | 20.6% | 72.7%-52.1pp | 78.9%-58.3pp | 68.3%-47.7pp |
| Annual return | 18.06% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $829 | $2,907-71.5% | $4,333-80.9% | $2,631-68.5% |
| Participant deferral / active EE | $2,361 | $4,590-48.6% | $6,158-61.7% | $4,212-43.9% |
| Admin fee / account holder | $1,413 | $9,357-84.9% | $14,255-90.1% | $7,344-80.8% |