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 | $138,690 | $112,881+22.9% | $90,951+52.5% | $158,922-12.7% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 17.90% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,761-81.7% |
| Participant deferral / active EE | $3,782 | $4,128-8.4% | $3,373+12.1% | $5,982-36.8% |
| Admin fee / account holder | $1,575 | $8,041-80.4% | $5,959-73.6% | $11,246-86.0% |