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 | $130,403 | $117,983+10.5% | $101,794+28.1% | $142,382-8.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.43% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,886 | $2,773-32.0% | $2,289-17.6% | $4,299-56.1% |
| Participant deferral / active EE | $6,138 | $4,714+30.2% | $4,084+50.3% | $6,507-5.7% |
| Admin fee / account holder | $411 | $10,433-96.1% | $8,777-95.3% | $12,624-96.7% |