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 | $79,189 | $102,604-22.8% | $86,188-8.1% | $139,434-43.2% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.0%-29.8pp | 80.3%-41.2pp |
| Annual return | 15.18% | 1922.51%-1907.3pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,286 | $4,676-51.1% | $3,985-42.6% | $6,710-65.9% |
| Admin fee / account holder | $4,289 | $8,657-50.5% | $6,852-37.4% | $11,403-62.4% |