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 | $78,347 | $70,475+11.2% | $100,516-22.1% | $79,858-1.9% |
| Participation rate | 52.0% | 73.7%-21.7pp | 79.4%-27.4pp | 69.6%-17.6pp |
| Annual return | 16.27% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,876 | $5,181+32.7% | $6,270+9.7% | $3,740+83.8% |
| Admin fee / account holder | $12,518 | $4,478+179.5% | $8,081+54.9% | $5,306+135.9% |