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 | $54,908 | $56,114-2.1% | $96,139-42.9% | $85,850-36.0% |
| Participation rate | 38.0% | 56.7%-18.7pp | 68.4%-30.4pp | 69.3%-31.3pp |
| Annual return | 16.38% | 42.30%-25.9pp | 191.94%-175.6pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,977 | $2,859+4.1% | $4,349-31.5% | $3,952-24.7% |
| Admin fee / account holder | $430 | $3,768-88.6% | $5,537-92.2% | $6,260-93.1% |