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 | $129,154 | $179,726-28.1% | $156,263-17.3% | $142,382-9.3% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.9%-19.8pp | 80.1%-21.0pp |
| Annual return | 16.21% | 77.86%-61.6pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,314 | $6,956+48.3% | $6,158+67.5% | $6,507+58.5% |
| Admin fee / account holder | $38,290 | $17,272+121.7% | $14,255+168.6% | $12,624+203.3% |