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 | $138,282 | $112,881+22.5% | $90,951+52.0% | $158,922-13.0% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 11.58% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $523 | $2,893-81.9% | $2,122-75.3% | $4,761-89.0% |
| Participant deferral / active EE | $1,037 | $4,128-74.9% | $3,373-69.3% | $5,982-82.7% |
| Admin fee / account holder | $757 | $8,041-90.6% | $5,959-87.3% | $11,246-93.3% |