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 | $115,798 | $111,754+3.6% | $103,333+12.1% | $145,922-20.6% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 17.36% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,861 | $4,212-8.3% | $3,868-0.2% | $4,660-17.1% |
| Participant deferral / active EE | $5,791 | $5,619+3.1% | $5,057+14.5% | $6,688-13.4% |
| Admin fee / account holder | $14,675 | $9,750+50.5% | $8,355+75.6% | $13,397+9.5% |