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 | $128,379 | $97,125+32.2% | $86,233+48.9% | $137,256-6.5% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.0%-4.3pp | 80.0%-15.3pp |
| Annual return | 12.74% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $787 | $2,841-72.3% | $2,504-68.6% | $4,156-81.1% |
| Participant deferral / active EE | $5,431 | $5,180+4.9% | $4,559+19.1% | $6,407-15.2% |
| Admin fee / account holder | $4,225 | $9,725-56.6% | $8,342-49.4% | $12,270-65.6% |