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 | $102,871 | $126,574-18.7% | $106,213-3.1% | $145,922-29.5% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 16.42% | 224.79%-208.4pp | 116.14%-99.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $858 | $3,730-77.0% | $3,171-72.9% | $4,660-81.6% |
| Participant deferral / active EE | $2,147 | $5,724-62.5% | $5,016-57.2% | $6,688-67.9% |
| Admin fee / account holder | $4,329 | $17,304-75.0% | $11,033-60.8% | $13,397-67.7% |