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 | $87,900 | $112,881-22.1% | $90,951-3.4% | $158,922-44.7% |
| Participation rate | 55.0% | 74.7%-19.7pp | 69.0%-14.0pp | 82.0%-27.0pp |
| Annual return | 8.72% | 215.79%-207.1pp | 134.60%-125.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $693 | $2,893-76.0% | $2,122-67.3% | $4,761-85.4% |
| Participant deferral / active EE | $2,740 | $4,128-33.6% | $3,373-18.8% | $5,982-54.2% |
| Admin fee / account holder | $21,762 | $8,041+170.6% | $5,959+265.2% | $11,246+93.5% |