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 | $50,412 | $53,516-5.8% | $126,539-60.2% | $84,808-40.6% |
| Participation rate | 30.5% | 58.2%-27.7pp | 69.8%-39.3pp | 68.3%-37.8pp |
| Annual return | 15.98% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,611 | $2,671-39.7% | $4,083-60.5% | $4,212-61.8% |
| Admin fee / account holder | $1,250 | $4,497-72.2% | $6,065-79.4% | $7,344-83.0% |