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 | $112,729+20.9% | $98,716+38.1% | $137,256-0.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 11.28% | 38.48%-27.2pp | 31.81%-20.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $812 | $2,725-70.2% | $2,279-64.4% | $4,156-80.5% |
| Participant deferral / active EE | $2,613 | $4,640-43.7% | $4,048-35.4% | $6,407-59.2% |
| Admin fee / account holder | $6,768 | $10,129-33.2% | $8,703-22.2% | $12,270-44.8% |