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 | $89,578 | $112,881-20.6% | $90,951-1.5% | $158,922-43.6% |
| Participation rate | 52.4% | 74.7%-22.3pp | 69.0%-16.6pp | 82.0%-29.6pp |
| Annual return | 15.37% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,438 | $4,128-40.9% | $3,373-27.7% | $5,982-59.3% |
| Admin fee / account holder | $2,667 | $8,041-66.8% | $5,959-55.2% | $11,246-76.3% |