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 | $66,846 | $105,181-36.4% | $159,436-58.1% | $85,850-22.1% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.8%-17.1pp | 69.3%-3.6pp |
| Annual return | 16.69% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,849 | $5,945+32.0% | $7,352+6.8% | $3,952+98.6% |
| Admin fee / account holder | $844 | $6,933-87.8% | $10,799-92.2% | $6,260-86.5% |