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 | $127,768 | $87,013+46.8% | $106,213+20.3% | $80,856+58.0% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.3%-22.1pp | 67.6%-14.4pp |
| Annual return | 14.19% | 17.05%-2.9pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,668 | $3,986+192.7% | $5,016+132.6% | $4,296+171.6% |
| Admin fee / account holder | $7,832 | $8,431-7.1% | $11,033-29.0% | $6,918+13.2% |