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 | $82,912 | $109,327-24.2% | $89,391-7.2% | $158,922-47.8% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.0%-36.7pp | 82.0%-50.7pp |
| Annual return | 13.45% | 345.68%-332.2pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,834 | $4,598-60.1% | $3,890-52.9% | $5,982-69.4% |
| Admin fee / account holder | $317 | $6,153-94.9% | $4,881-93.5% | $11,246-97.2% |