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 | $125,654 | $112,881+11.3% | $90,951+38.2% | $158,922-20.9% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 11.56% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,614 | $4,128+60.2% | $3,373+96.1% | $5,982+10.6% |
| Admin fee / account holder | $3,403 | $8,041-57.7% | $5,959-42.9% | $11,246-69.7% |