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 | $94,610 | $107,334-11.9% | $92,893+1.8% | $152,861-38.1% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.4%-44.4pp |
| Annual return | 18.75% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,927 | $4,845-60.2% | $4,236-54.5% | $5,850-67.1% |
| Admin fee / account holder | $797 | $7,079-88.7% | $5,794-86.2% | $11,596-93.1% |