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 | $136,133 | $84,233+61.6% | $170,442-20.1% | $70,131+94.1% |
| Participation rate | 40.7% | 70.8%-30.1pp | 83.6%-42.9pp | 69.5%-28.8pp |
| Annual return | 15.80% | 23.06%-7.3pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $964 | $3,387-71.5% | $5,433-82.3% | $2,342-58.9% |
| Participant deferral / active EE | $2,062 | $3,086-33.2% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $1,172 | $5,698-79.4% | $13,880-91.6% | $4,645-74.8% |