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 | $79,622 | $106,890-25.5% | $84,015-5.2% | $152,861-47.9% |
| Participation rate | 68.8% | 75.2%-6.5pp | 69.0%-0.3pp | 82.4%-13.7pp |
| Annual return | 20.95% | 104.99%-84.0pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,235 | $4,011-44.3% | $3,239-31.0% | $5,850-61.8% |
| Admin fee / account holder | $4,574 | $8,285-44.8% | $6,101-25.0% | $11,596-60.6% |