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 9-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 | $66,342 | $102,317-35.2% | $146,958-54.9% | $80,856-18.0% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 18.07% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,986 | $6,644+80.4% | $8,070+48.5% | $4,296+179.0% |
| Admin fee / account holder | $12,462 | $7,941+56.9% | $12,998-4.1% | $6,918+80.1% |