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 | $112,123 | $104,974+6.8% | $95,585+17.3% | $142,382-21.3% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.1%-40.3pp | 80.1%-48.3pp |
| Annual return | 19.30% | 210.33%-191.0pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $405 | $2,779-85.4% | $2,527-84.0% | $4,299-90.6% |
| Participant deferral / active EE | $5,998 | $4,352+37.8% | $4,023+49.1% | $6,507-7.8% |
| Admin fee / account holder | $1,174 | $6,386-81.6% | $6,127-80.8% | $12,624-90.7% |