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 | $113,930 | $105,859+7.6% | $90,160+26.4% | $147,584-22.8% |
| Participation rate | 29.4% | 79.7%-50.3pp | 76.9%-47.5pp | 82.8%-53.4pp |
| Annual return | 18.40% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $654 | $4,126-84.2% | $3,318-80.3% | $4,876-86.6% |
| Participant deferral / active EE | $2,914 | $5,733-49.2% | $5,288-44.9% | $5,439-46.4% |
| Admin fee / account holder | $1,199 | $8,046-85.1% | $5,943-79.8% | $10,885-89.0% |