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 5-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 | $103,938 | $107,452-3.3% | $91,541+13.5% | $142,382-27.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.8%-26.9pp | 80.1%-37.3pp |
| Annual return | 20.90% | 22.06%-1.2pp | 20.50%+0.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $998 | $2,994-66.7% | $2,505-60.1% | $4,299-76.8% |
| Participant deferral / active EE | $8,643 | $4,754+81.8% | $4,008+115.6% | $6,507+32.8% |
| Admin fee / account holder | $373 | $8,834-95.8% | $6,956-94.6% | $12,624-97.0% |