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 | $87,794 | $68,346+28.5% | $94,646-7.2% | $75,163+16.8% |
| Participation rate | 54.3% | 76.1%-21.8pp | 80.8%-26.5pp | 67.2%-12.9pp |
| Annual return | 20.50% | 616.93%-596.4pp | 156.71%-136.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,968 | $6,537-39.3% | $7,418-46.5% | $4,125-3.8% |
| Admin fee / account holder | $10,159 | $5,326+90.8% | $7,231+40.5% | $5,651+79.8% |