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 | $93,873 | $112,881-16.8% | $90,951+3.2% | $158,922-40.9% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 20.95% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,918 | $4,128+19.2% | $3,373+45.8% | $5,982-17.8% |
| Admin fee / account holder | $6,394 | $8,041-20.5% | $5,959+7.3% | $11,246-43.1% |