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 | $107,264 | $100,773+6.4% | $88,946+20.6% | $142,382-24.7% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.8%-32.0pp | 80.1%-43.3pp |
| Annual return | 17.72% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $493 | $2,918-83.1% | $2,555-80.7% | $4,299-88.5% |
| Participant deferral / active EE | $1,690 | $5,230-67.7% | $4,581-63.1% | $6,507-74.0% |
| Admin fee / account holder | $14,566 | $9,693+50.3% | $8,261+76.3% | $12,624+15.4% |