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 | $94,443 | $104,907-10.0% | $84,611+11.6% | $152,861-38.2% |
| Participation rate | 43.5% | 74.8%-31.3pp | 68.2%-24.8pp | 82.4%-39.0pp |
| Annual return | 20.82% | 373.79%-353.0pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,574 | $4,688-2.4% | $3,899+17.3% | $5,850-21.8% |
| Admin fee / account holder | $4,737 | $6,241-24.1% | $4,912-3.6% | $11,596-59.2% |