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 | $107,724 | $107,015+0.7% | $73,545+46.5% | $147,584-27.0% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 23.04% | 38.25%-15.2pp | -15.16%+38.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $666 | $1,760-62.2% | $1,219-45.4% | $4,876-86.4% |
| Participant deferral / active EE | $1,111 | $2,462-54.9% | $1,806-38.5% | $5,439-79.6% |
| Admin fee / account holder | $900 | $3,055-70.5% | $2,320-61.2% | $10,885-91.7% |