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 | $121,737 | $117,983+3.2% | $101,794+19.6% | $142,382-14.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 15.53% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $619 | $2,773-77.7% | $2,289-73.0% | $4,299-85.6% |
| Participant deferral / active EE | $1,797 | $4,714-61.9% | $4,084-56.0% | $6,507-72.4% |
| Admin fee / account holder | $3,206 | $10,433-69.3% | $8,777-63.5% | $12,624-74.6% |