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 | $140,769 | $102,828+36.9% | $105,387+33.6% | $152,861-7.9% |
| Participation rate | 35.7% | 83.8%-48.0pp | 82.6%-46.9pp | 82.4%-46.7pp |
| Annual return | 24.14% | 20.85%+3.3pp | 26.82%-2.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,476 | $5,465+0.2% | $5,502-0.5% | $5,850-6.4% |
| Admin fee / account holder | $1,066 | $8,683-87.7% | $6,559-83.7% | $11,596-90.8% |