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 | $82,336 | $183,519-55.1% | $155,509-47.1% | $145,922-43.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 32.44% | 61.17%-28.7pp | 64.67%-32.2pp | 561.29%-528.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,031 | $6,462+24.3% | $5,626+42.8% | $6,688+20.1% |
| Admin fee / account holder | $6,035 | $19,313-68.8% | $15,912-62.1% | $13,397-55.0% |