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 | $102,245+32.6% | $89,340+51.7% | $137,256-1.2% |
| Participation rate | 8.3% | 74.9%-66.6pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 12.88% | 21.89%-9.0pp | 20.57%-7.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $398 | $2,529-84.3% | $2,231-82.2% | $4,156-90.4% |
| Participant deferral / active EE | $1,958 | $4,436-55.9% | $3,823-48.8% | $6,407-69.4% |
| Admin fee / account holder | $2,701 | $8,085-66.6% | $6,704-59.7% | $12,270-78.0% |