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 | $65,118 | $105,181-38.1% | $159,436-59.2% | $85,850-24.1% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.8%-15.3pp | 69.3%-1.8pp |
| Annual return | 25.29% | 45.07%-19.8pp | 263.57%-238.3pp | 318.53%-293.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,329 | $5,945+90.6% | $7,352+54.1% | $3,952+186.7% |
| Admin fee / account holder | $7,847 | $6,933+13.2% | $10,799-27.3% | $6,260+25.4% |