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 | $154,048 | $161,352-4.5% | $134,172+14.8% | $137,256+12.2% |
| Participation rate | 36.8% | 78.3%-41.4pp | 72.5%-35.6pp | 80.0%-43.1pp |
| Annual return | 18.05% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $834 | $4,099-79.7% | $3,420-75.6% | $4,156-79.9% |
| Participant deferral / active EE | $2,386 | $5,552-57.0% | $4,690-49.1% | $6,407-62.8% |
| Admin fee / account holder | $382 | $15,028-97.5% | $12,016-96.8% | $12,270-96.9% |