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 | $28,720 | $115,770-75.2% | $101,248-71.6% | $158,922-81.9% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 82.0%-17.0pp |
| Annual return | 8.73% | 56.14%-47.4pp | 46.47%-37.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $4,963 | $4,175+18.9% | $3,660+35.6% | $4,761+4.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,612 | $7,245+5.1% | $5,945+28.0% | $11,246-32.3% |