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 | $117,702 | $102,317+15.0% | $146,958-19.9% | $80,856+45.6% |
| Participation rate | 18.8% | 75.8%-57.1pp | 82.2%-63.4pp | 67.6%-48.9pp |
| Annual return | 23.98% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,724 | $6,644-59.0% | $8,070-66.2% | $4,296-36.6% |
| Admin fee / account holder | $27,812 | $7,941+250.2% | $12,998+114.0% | $6,918+302.0% |