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 | $55,611 | $52,279+6.4% | $89,391-37.8% | $79,858-30.4% |
| Participation rate | 67.9% | 57.5%+10.3pp | 68.0%-0.1pp | 69.6%-1.8pp |
| Annual return | 16.10% | 22.16%-6.1pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,013 | $2,740+119.4% | $3,890+54.6% | $3,740+60.8% |
| Admin fee / account holder | $8,387 | $3,356+149.9% | $4,881+71.8% | $5,306+58.1% |