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 | $124,731 | $83,477+49.4% | $125,175-0.4% | $72,985+70.9% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.5%-0.5pp |
| Annual return | 21.98% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,196 | $3,585+44.9% | $4,937+5.2% | $3,607+44.0% |
| Admin fee / account holder | $12,242 | $5,517+121.9% | $9,702+26.2% | $5,124+138.9% |