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 | $71,324 | $49,922+42.9% | $80,569-11.5% | $75,163-5.1% |
| Participation rate | 36.8% | 55.3%-18.5pp | 67.0%-30.2pp | 67.2%-30.4pp |
| Annual return | 15.68% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $336 | $1,698-80.2% | $2,723-87.7% | $2,670-87.4% |
| Participant deferral / active EE | $1,481 | $2,990-50.5% | $4,447-66.7% | $4,125-64.1% |
| Admin fee / account holder | $9,780 | $3,577+173.4% | $5,377+81.9% | $5,651+73.1% |