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 | $101,456 | $86,286+17.6% | $111,297-8.8% | $85,850+18.2% |
| Participation rate | 45.2% | 73.3%-28.2pp | 77.3%-32.1pp | 69.3%-24.2pp |
| Annual return | 23.13% | 19.99%+3.1pp | 54.65%-31.5pp | 318.53%-295.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,077 | $3,641-43.0% | $4,487-53.7% | $3,952-47.5% |
| Admin fee / account holder | $16,039 | $8,188+95.9% | $7,964+101.4% | $6,260+156.2% |