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 | $149,660 | $162,781-8.1% | $133,956+11.7% | $158,922-5.8% |
| Participation rate | 60.9% | 83.2%-22.4pp | 79.8%-19.0pp | 82.0%-21.1pp |
| Annual return | 22.30% | 41.94%-19.6pp | 45.09%-22.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,415 | $5,911-25.3% | $5,048-12.5% | $5,982-26.2% |
| Admin fee / account holder | $811 | $11,736-93.1% | $8,927-90.9% | $11,246-92.8% |