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 | $135,758 | $161,352-15.9% | $134,172+1.2% | $137,256-1.1% |
| Participation rate | 9.1% | 78.3%-69.2pp | 72.5%-63.4pp | 80.0%-70.9pp |
| Annual return | 22.52% | 28.72%-6.2pp | 25.30%-2.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,637 | $5,552-70.5% | $4,690-65.1% | $6,407-74.4% |
| Admin fee / account holder | $845 | $15,028-94.4% | $12,016-93.0% | $12,270-93.1% |