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 | $130,932 | $127,264+2.9% | $109,895+19.1% | $167,490-21.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 18.59% | 22.97%-4.4pp | 29.45%-10.9pp | 478.56%-460.0pp |
| Employer contribution / active EE | $13,670 | $3,322+311.4% | $2,842+380.9% | $4,837+182.6% |
| Participant deferral / active EE | $6,853 | $4,514+51.8% | $4,048+69.3% | $6,341+8.1% |
| Admin fee / account holder | $459 | $7,114-93.5% | $6,066-92.4% | $12,309-96.3% |