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 | $136,287 | $117,983+15.5% | $101,794+33.9% | $142,382-4.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 11.28% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $812 | $2,773-70.7% | $2,289-64.5% | $4,299-81.1% |
| Participant deferral / active EE | $2,613 | $4,714-44.6% | $4,084-36.0% | $6,507-59.8% |
| Admin fee / account holder | $6,768 | $10,433-35.1% | $8,777-22.9% | $12,624-46.4% |