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 | $113,351 | $144,119-21.3% | $117,854-3.8% | $147,584-23.2% |
| Participation rate | 26.3% | 83.4%-57.1pp | 79.7%-53.3pp | 82.8%-56.5pp |
| Annual return | 17.06% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,212 | $5,316-58.4% | $4,482-50.7% | $5,439-59.3% |
| Admin fee / account holder | $512 | $10,886-95.3% | $8,020-93.6% | $10,885-95.3% |