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 | $92,046 | $81,446+13.0% | $103,374-11.0% | $80,874+13.8% |
| Participation rate | 67.5% | 66.9%+0.6pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 11.25% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,306 | $3,870+37.1% | $5,058+4.9% | $4,297+23.5% |
| Admin fee / account holder | $4,241 | $6,715-36.8% | $8,394-49.5% | $6,935-38.8% |