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 | $128,843 | $114,381+12.6% | $107,525+19.8% | $142,382-9.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 20.86% | 242.71%-221.8pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $896 | $4,015-77.7% | $3,754-76.1% | $4,299-79.2% |
| Participant deferral / active EE | $4,515 | $5,564-18.9% | $5,116-11.7% | $6,507-30.6% |
| Admin fee / account holder | $582 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |