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 | $69,476 | $67,823+2.4% | $52,425+32.5% | $137,256-49.4% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 16.43% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,617 | $1,163+39.1% | $914+76.9% | $4,156-61.1% |
| Participant deferral / active EE | $2,322 | $2,288+1.5% | $1,790+29.7% | $6,407-63.8% |
| Admin fee / account holder | $5,264 | $2,844+85.1% | $2,495+111.0% | $12,270-57.1% |