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 | $83,624 | $106,890-21.8% | $84,015-0.5% | $152,861-45.3% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.4%-23.6pp |
| Annual return | 21.73% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,033 | $4,011+25.5% | $3,239+55.4% | $5,850-14.0% |
| Admin fee / account holder | $15,591 | $8,285+88.2% | $6,101+155.6% | $11,596+34.4% |