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 | $132,573 | $176,812-25.0% | $146,665-9.6% | $167,490-20.8% |
| Participation rate | 57.9% | 83.6%-25.7pp | 80.1%-22.2pp | 82.1%-24.2pp |
| Annual return | 15.43% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,182 | $6,440-66.1% | $5,506-60.4% | $6,341-65.6% |
| Admin fee / account holder | $7,543 | $13,259-43.1% | $10,280-26.6% | $12,309-38.7% |