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 | $121,731 | $105,126+15.8% | $94,646+28.6% | $139,434-12.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 22.16% | 38.03%-15.9pp | 156.71%-134.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,374 | $4,106-66.5% | $3,672-62.6% | $4,751-71.1% |
| Participant deferral / active EE | $3,244 | $7,599-57.3% | $7,418-56.3% | $6,710-51.7% |
| Admin fee / account holder | $4,191 | $8,984-53.4% | $7,231-42.0% | $11,403-63.2% |