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 8-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 | $114,651 | $107,452+6.7% | $91,541+25.2% | $142,382-19.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 13.69% | 22.06%-8.4pp | 20.50%-6.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $509 | $2,994-83.0% | $2,505-79.7% | $4,299-88.2% |
| Participant deferral / active EE | $3,041 | $4,754-36.0% | $4,008-24.1% | $6,507-53.3% |
| Admin fee / account holder | $40,588 | $8,834+359.4% | $6,956+483.5% | $12,624+221.5% |