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 | $138,001 | $104,664+31.9% | $85,682+61.1% | $167,490-17.6% |
| Participation rate | 47.1% | 76.4%-29.3pp | 69.9%-22.8pp | 82.1%-35.0pp |
| Annual return | 19.37% | 21.45%-2.1pp | 21.49%-2.1pp | 478.56%-459.2pp |
| Employer contribution / active EE | $630 | $3,337-81.1% | $2,618-75.9% | $4,837-87.0% |
| Participant deferral / active EE | $2,649 | $4,824-45.1% | $3,923-32.5% | $6,341-58.2% |
| Admin fee / account holder | $1,182 | $10,032-88.2% | $6,873-82.8% | $12,309-90.4% |