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 | $51,770 | $126,519-59.1% | $106,201-51.3% | $145,959-64.5% |
| Participation rate | 43.5% | 77.7%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 11.66% | 225.10%-213.4pp | 116.26%-104.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,495 | $5,716-56.4% | $5,012-50.2% | $6,689-62.7% |
| Admin fee / account holder | $7,719 | $17,312-55.4% | $11,039-30.1% | $13,398-42.4% |