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 | $58,556 | $115,882-49.5% | $100,516-41.7% | $158,922-63.2% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.8pp | 82.0%-26.4pp |
| Annual return | 22.31% | 34.79%-12.5pp | 30.89%-8.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,044 | $6,674-24.4% | $6,270-19.6% | $5,982-15.7% |
| Admin fee / account holder | $392 | $10,995-96.4% | $8,081-95.1% | $11,246-96.5% |