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 | $115,508 | $99,652+15.9% | $78,778+46.6% | $147,584-21.7% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 10.06% | 47.28%-37.2pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $869 | $2,796-68.9% | $1,986-56.2% | $4,876-82.2% |
| Participant deferral / active EE | $4,379 | $3,664+19.5% | $2,958+48.0% | $5,439-19.5% |
| Admin fee / account holder | $8,956 | $7,155+25.2% | $5,134+74.5% | $10,885-17.7% |