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 | $138,824 | $115,770+19.9% | $101,248+37.1% | $158,922-12.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 7.54% | 56.14%-48.6pp | 46.47%-38.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $929 | $4,175-77.7% | $3,660-74.6% | $4,761-80.5% |
| Participant deferral / active EE | $4,082 | $4,957-17.6% | $4,370-6.6% | $5,982-31.8% |
| Admin fee / account holder | $785 | $7,245-89.2% | $5,945-86.8% | $11,246-93.0% |