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 | $125,142 | $133,922-6.6% | $116,228+7.7% | $142,382-12.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 13.13% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,192 | $5,672-61.4% | $4,953-55.7% | $6,507-66.3% |
| Admin fee / account holder | $10,357 | $14,945-30.7% | $11,989-13.6% | $12,624-18.0% |