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 5-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 | $73,174 | $69,207+5.7% | $64,056+14.2% | $139,434-47.5% |
| Participation rate | 43.5% | 75.6%-32.1pp | 72.3%-28.8pp | 80.3%-36.8pp |
| Annual return | 20.58% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,343 | $3,182-57.8% | $2,747-51.1% | $4,751-71.7% |
| Participant deferral / active EE | $3,056 | $4,682-34.7% | $3,880-21.2% | $6,710-54.5% |
| Admin fee / account holder | $714 | $4,244-83.2% | $3,068-76.7% | $11,403-93.7% |