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 7-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 | $26,866 | $126,519-78.8% | $106,201-74.7% | $145,959-81.6% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 10.76% | 225.10%-214.3pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,132 | $5,716-27.7% | $5,012-17.6% | $6,689-38.2% |
| Admin fee / account holder | $6,398 | $17,312-63.0% | $11,039-42.0% | $13,398-52.2% |