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 | $135,544 | $107,452+26.1% | $91,541+48.1% | $142,382-4.8% |
| Participation rate | 8.3% | 75.1%-66.7pp | 69.8%-61.4pp | 80.1%-71.8pp |
| Annual return | 12.88% | 22.06%-9.2pp | 20.50%-7.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $398 | $2,994-86.7% | $2,505-84.1% | $4,299-90.7% |
| Participant deferral / active EE | $1,958 | $4,754-58.8% | $4,008-51.1% | $6,507-69.9% |
| Admin fee / account holder | $2,701 | $8,834-69.4% | $6,956-61.2% | $12,624-78.6% |