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 | $121,656 | $108,172+12.5% | $77,482+57.0% | $158,922-23.4% |
| Participation rate | 18.8% | 64.4%-45.7pp | 54.2%-35.4pp | 82.0%-63.2pp |
| Annual return | 15.60% | 31.67%-16.1pp | 54.79%-39.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $773 | $1,325-41.6% | $986-21.6% | $4,761-83.8% |
| Participant deferral / active EE | $1,559 | $2,456-36.5% | $1,861-16.3% | $5,982-73.9% |
| Admin fee / account holder | $513 | $3,708-86.2% | $2,858-82.1% | $11,246-95.4% |