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 | $78,104 | $77,634+0.6% | $156,549-50.1% | $62,891+24.2% |
| Participation rate | 59.3% | 71.2%-11.9pp | 84.0%-24.8pp | 69.3%-10.0pp |
| Annual return | 6.74% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,112 | $3,045+133.5% | $4,871+46.0% | $3,203+122.0% |
| Admin fee / account holder | $11,017 | $5,561+98.1% | $13,027-15.4% | $4,296+156.5% |