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 | $106,342 | $105,126+1.2% | $94,646+12.4% | $139,434-23.7% |
| Participation rate | 52.4% | 82.4%-30.0pp | 80.8%-28.4pp | 80.3%-27.9pp |
| Annual return | 16.24% | 38.03%-21.8pp | 156.71%-140.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,989 | $7,599+18.3% | $7,418+21.2% | $6,710+34.0% |
| Admin fee / account holder | $6,186 | $8,984-31.1% | $7,231-14.4% | $11,403-45.7% |