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 | $124,494 | $152,587-18.4% | $125,175-0.5% | $152,861-18.6% |
| Participation rate | 40.9% | 83.3%-42.4pp | 79.8%-38.9pp | 82.4%-41.5pp |
| Annual return | 21.51% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,699 | $5,868-54.0% | $4,937-45.3% | $5,850-53.9% |
| Admin fee / account holder | $11,436 | $13,434-14.9% | $9,702+17.9% | $11,596-1.4% |