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 | $120,676 | $126,574-4.7% | $106,213+13.6% | $145,922-17.3% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 11.70% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,068 | $5,724-28.9% | $5,016-18.9% | $6,688-39.2% |
| Admin fee / account holder | $3,555 | $17,304-79.5% | $11,033-67.8% | $13,397-73.5% |