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 | $133,494 | $78,672+69.7% | $109,143+22.3% | $85,850+55.5% |
| Participation rate | 56.7% | 68.3%-11.6pp | 75.9%-19.2pp | 69.3%-12.6pp |
| Annual return | 16.94% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,999 | $3,467-13.5% | $4,653-35.6% | $3,952-24.1% |
| Admin fee / account holder | $599 | $5,469-89.1% | $6,752-91.1% | $6,260-90.4% |