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 | $126,846 | $99,032+28.1% | $80,019+58.5% | $135,375-6.3% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | 8.07% | 15.39%-7.3pp | 11.22%-3.1pp | 519.73%-511.7pp |
| Employer contribution / active EE | $999 | $3,043-67.2% | $2,468-59.5% | $4,779-79.1% |
| Participant deferral / active EE | $1,330 | $4,282-68.9% | $3,686-63.9% | $5,609-76.3% |
| Admin fee / account holder | $4,028 | $10,436-61.4% | $6,521-38.2% | $10,827-62.8% |