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 | $224,504 | $192,717+16.5% | $142,449+57.6% | $139,434+61.0% |
| Participation rate | 60.0% | 81.5%-21.5pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 13.07% | 17.99%-4.9pp | 19.99%-6.9pp | 372.94%-359.9pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,371 | $7,208+85.5% | $6,283+112.8% | $6,710+99.3% |
| Admin fee / account holder | $7,553 | $15,124-50.1% | $10,011-24.6% | $11,403-33.8% |