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 | $149,040-29.7% | $120,225-12.8% | $137,256-23.6% |
| Participation rate | 68.4% | 75.4%-7.0pp | 69.6%-1.2pp | 80.0%-11.5pp |
| Annual return | 18.60% | 605.68%-587.1pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,375 | $4,655+58.5% | $3,999+84.4% | $6,407+15.1% |
| Admin fee / account holder | $318 | $6,348-95.0% | $5,696-94.4% | $12,270-97.4% |