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 | $47,131 | $105,181-55.2% | $159,436-70.4% | $85,850-45.1% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.8%-24.8pp | 69.3%-11.3pp |
| Annual return | 20.30% | 45.07%-24.8pp | 263.57%-243.3pp | 318.53%-298.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,252 | $5,945-45.3% | $7,352-55.8% | $3,952-17.7% |
| Admin fee / account holder | $1,581 | $6,933-77.2% | $10,799-85.4% | $6,260-74.7% |