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 | $111,986 | $109,359+2.4% | $162,163-30.9% | $72,985+53.4% |
| Participation rate | 65.7% | 84.3%-18.5pp | 87.6%-21.8pp | 69.5%-3.8pp |
| Annual return | 25.31% | 25.46%-0.1pp | 115.59%-90.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,659 | $5,481+94.5% | $7,298+46.1% | $3,607+195.5% |
| Admin fee / account holder | $3,321 | $7,972-58.3% | $10,843-69.4% | $5,124-35.2% |