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 | $93,523 | $89,753+4.2% | $107,525-13.0% | $84,808+10.3% |
| Participation rate | 53.1% | 68.1%-15.0pp | 75.1%-22.0pp | 68.3%-15.2pp |
| Annual return | 17.13% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,276 | $4,056-19.2% | $5,116-36.0% | $4,212-22.2% |
| Admin fee / account holder | $2,153 | $7,222-70.2% | $8,919-75.9% | $7,344-70.7% |