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 | $108,001 | $103,376+4.5% | $87,100+24.0% | $152,861-29.3% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.9%-12.2pp | 82.4%-17.7pp |
| Annual return | 18.00% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,965 | $4,778-37.9% | $4,049-26.8% | $5,850-49.3% |
| Admin fee / account holder | $740 | $12,205-93.9% | $7,497-90.1% | $11,596-93.6% |