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 | $120,498 | $70,669+70.5% | $169,368-28.9% | $75,163+60.3% |
| Participation rate | 53.3% | 64.8%-11.5pp | 77.1%-23.8pp | 67.2%-13.9pp |
| Annual return | 16.98% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,812 | $4,311+11.6% | $6,221-22.7% | $4,125+16.6% |
| Admin fee / account holder | $3,043 | $5,402-43.7% | $9,003-66.2% | $5,651-46.2% |