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 | $111,685 | $97,125+15.0% | $86,233+29.5% | $137,256-18.6% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.0%-16.6pp | 80.0%-27.6pp |
| Annual return | 14.08% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $776 | $2,841-72.7% | $2,504-69.0% | $4,156-81.3% |
| Participant deferral / active EE | $1,764 | $5,180-66.0% | $4,559-61.3% | $6,407-72.5% |
| Admin fee / account holder | $565 | $9,725-94.2% | $8,342-93.2% | $12,270-95.4% |