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 | $124,368 | $107,015+16.2% | $73,545+69.1% | $147,584-15.7% |
| Participation rate | 64.7% | 66.4%-1.7pp | 54.9%+9.8pp | 82.8%-18.1pp |
| Annual return | 13.87% | 38.25%-24.4pp | -15.16%+29.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $863 | $1,760-51.0% | $1,219-29.2% | $4,876-82.3% |
| Participant deferral / active EE | $1,975 | $2,462-19.8% | $1,806+9.3% | $5,439-63.7% |
| Admin fee / account holder | $2,927 | $3,055-4.2% | $2,320+26.2% | $10,885-73.1% |