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 | $104,444 | $101,069+3.3% | $81,478+28.2% | $147,584-29.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 26.11% | 32.40%-6.3pp | 38.78%-12.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $528 | $3,205-83.5% | $2,568-79.4% | $4,876-89.2% |
| Participant deferral / active EE | $1,371 | $4,242-67.7% | $3,537-61.2% | $5,439-74.8% |
| Admin fee / account holder | $515 | $5,812-91.1% | $4,561-88.7% | $10,885-95.3% |