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 9-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 | $103,462 | $110,257-6.2% | $96,544+7.2% | $139,434-25.8% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 12.09% | 26.32%-14.2pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,502 | $5,548-36.9% | $4,851-27.8% | $6,710-47.8% |
| Admin fee / account holder | $2,592 | $11,591-77.6% | $8,252-68.6% | $11,403-77.3% |