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 | $135,834 | $121,625+11.7% | $104,607+29.9% | $158,922-14.5% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 12.22% | 465.26%-453.0pp | 340.46%-328.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $929 | $3,163-70.6% | $2,681-65.4% | $4,761-80.5% |
| Participant deferral / active EE | $1,435 | $4,177-65.6% | $3,740-61.6% | $5,982-76.0% |
| Admin fee / account holder | $1,122 | $7,787-85.6% | $6,473-82.7% | $11,246-90.0% |