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 | $109,064 | $108,172+0.8% | $77,482+40.8% | $158,922-31.4% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 19.99% | 31.67%-11.7pp | 54.79%-34.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $498 | $1,325-62.4% | $986-49.6% | $4,761-89.6% |
| Participant deferral / active EE | $5,055 | $2,456+105.8% | $1,861+171.6% | $5,982-15.5% |
| Admin fee / account holder | $18,218 | $3,708+391.4% | $2,858+537.5% | $11,246+62.0% |