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 | $79,413 | $106,890-25.7% | $84,015-5.5% | $152,861-48.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.4%-38.0pp |
| Annual return | 8.79% | 104.99%-96.2pp | 71.31%-62.5pp | 345.32%-336.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,480 | $4,011-63.1% | $3,239-54.3% | $5,850-74.7% |
| Admin fee / account holder | $322 | $8,285-96.1% | $6,101-94.7% | $11,596-97.2% |