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 | $118,538 | $124,281-4.6% | $109,143+8.6% | $167,490-29.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 15.10% | 26.04%-10.9pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,754 | $4,207-58.3% | $3,722-52.9% | $4,837-63.7% |
| Participant deferral / active EE | $4,635 | $5,255-11.8% | $4,653-0.4% | $6,341-26.9% |
| Admin fee / account holder | $45,902 | $7,970+476.0% | $6,752+579.8% | $12,309+272.9% |