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 | $83,602 | $106,890-21.8% | $84,015-0.5% | $152,861-45.3% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.4%-40.3pp |
| Annual return | 15.28% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,856 | $4,011-53.7% | $3,239-42.7% | $5,850-68.3% |
| Admin fee / account holder | $892 | $8,285-89.2% | $6,101-85.4% | $11,596-92.3% |