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 | $133,962 | $150,187-10.8% | $120,354+11.3% | $145,922-8.2% |
| Participation rate | 34.8% | 78.8%-44.0pp | 71.9%-37.1pp | 80.3%-45.5pp |
| Annual return | 17.28% | 154.07%-136.8pp | 107.15%-89.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,766 | $6,173-55.2% | $4,991-44.6% | $6,688-58.6% |
| Admin fee / account holder | $2,489 | $12,207-79.6% | $9,423-73.6% | $13,397-81.4% |