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 | $66,873 | $90,348-26.0% | $75,972-12.0% | $145,922-54.2% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.1%-14.9pp | 80.3%-26.1pp |
| Annual return | 20.38% | 620.88%-600.5pp | 359.55%-339.2pp | 561.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,231 | $5,162-18.0% | $4,255-0.6% | $6,688-36.7% |
| Admin fee / account holder | $3,469 | $8,467-59.0% | $6,467-46.4% | $13,397-74.1% |