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 | $104,815 | $158,398-33.8% | $126,539-17.2% | $142,382-26.4% |
| Participation rate | 68.4% | 75.8%-7.4pp | 69.8%-1.4pp | 80.1%-11.7pp |
| Annual return | 18.60% | 593.76%-575.2pp | 425.95%-407.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,375 | $4,767+54.7% | $4,083+80.7% | $6,507+13.3% |
| Admin fee / account holder | $318 | $6,918-95.4% | $6,065-94.8% | $12,624-97.5% |