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 | $94,305 | $103,376-8.8% | $87,100+8.3% | $152,861-38.3% |
| Participation rate | 38.9% | 79.3%-40.5pp | 76.9%-38.0pp | 82.4%-43.6pp |
| Annual return | 55.37% | 28.10%+27.3pp | 28.19%+27.2pp | 345.32%-289.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,671 | $4,778-65.0% | $4,049-58.7% | $5,850-71.4% |
| Admin fee / account holder | $346 | $12,205-97.2% | $7,497-95.4% | $11,596-97.0% |