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 | $211,505 | $115,882+82.5% | $100,516+110.4% | $158,922+33.1% |
| Participation rate | 53.8% | 81.6%-27.7pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 19.25% | 34.79%-15.5pp | 30.89%-11.6pp | 302.83%-283.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,201 | $6,674-7.1% | $6,270-1.1% | $5,982+3.7% |
| Admin fee / account holder | $824 | $10,995-92.5% | $8,081-89.8% | $11,246-92.7% |