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 | $138,699 | $104,974+32.1% | $95,585+45.1% | $142,382-2.6% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 17.24% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $842 | $2,779-69.7% | $2,527-66.7% | $4,299-80.4% |
| Participant deferral / active EE | $1,799 | $4,352-58.7% | $4,023-55.3% | $6,507-72.4% |
| Admin fee / account holder | $1,123 | $6,386-82.4% | $6,127-81.7% | $12,624-91.1% |