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 8-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 | $107,886 | $103,376+4.4% | $87,100+23.9% | $152,861-29.4% |
| Participation rate | 41.2% | 79.3%-38.2pp | 76.9%-35.7pp | 82.4%-41.3pp |
| Annual return | 22.37% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $651 | $3,220-79.8% | $2,521-74.2% | $4,762-86.3% |
| Participant deferral / active EE | $1,858 | $4,778-61.1% | $4,049-54.1% | $5,850-68.2% |
| Admin fee / account holder | $33,123 | $12,205+171.4% | $7,497+341.8% | $11,596+185.6% |