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 | $137,675 | $78,672+75.0% | $109,143+26.1% | $85,850+60.4% |
| Participation rate | 58.3% | 68.3%-9.9pp | 75.9%-17.5pp | 69.3%-11.0pp |
| Annual return | 11.84% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,240 | $3,467+80.0% | $4,653+34.1% | $3,952+57.9% |
| Admin fee / account holder | $19,666 | $5,469+259.6% | $6,752+191.3% | $6,260+214.2% |