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 | $117,860 | $179,726-34.4% | $156,263-24.6% | $142,382-17.2% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.9%-26.3pp | 80.1%-27.5pp |
| Annual return | 25.71% | 77.86%-52.1pp | 59.47%-33.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,455 | $6,956-64.7% | $6,158-60.1% | $6,507-62.3% |
| Admin fee / account holder | $13,987 | $17,272-19.0% | $14,255-1.9% | $12,624+10.8% |