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 | $132,461 | $118,680+11.6% | $98,907+33.9% | $158,922-16.7% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 12.16% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $964 | $3,333-71.1% | $2,689-64.1% | $4,761-79.7% |
| Participant deferral / active EE | $3,881 | $5,088-23.7% | $4,244-8.6% | $5,982-35.1% |
| Admin fee / account holder | $9,440 | $10,131-6.8% | $6,642+42.1% | $11,246-16.1% |