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 | $117,185 | $109,881+6.6% | $150,045-21.9% | $84,808+38.2% |
| Participation rate | 34.4% | 76.1%-41.7pp | 82.3%-47.9pp | 68.3%-33.9pp |
| Annual return | 14.81% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $758 | $3,561-78.7% | $4,693-83.8% | $2,631-71.2% |
| Participant deferral / active EE | $3,085 | $6,636-53.5% | $7,997-61.4% | $4,212-26.7% |
| Admin fee / account holder | $621 | $8,568-92.8% | $13,435-95.4% | $7,344-91.5% |