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 | $77,737 | $81,460-4.6% | $103,333-24.8% | $80,856-3.9% |
| Participation rate | 36.1% | 66.8%-30.7pp | 74.5%-38.4pp | 67.6%-31.5pp |
| Annual return | 77.34% | 25.55%+51.8pp | 24.88%+52.5pp | 35.59%+41.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,464 | $3,869-36.3% | $5,057-51.3% | $4,296-42.6% |
| Admin fee / account holder | $1,862 | $6,566-71.6% | $8,355-77.7% | $6,918-73.1% |