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 5-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 | $45,698 | $102,317-55.3% | $146,958-68.9% | $80,856-43.5% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 22.60% | 134.76%-112.2pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,801 | $6,644+47.5% | $8,070+21.5% | $4,296+128.2% |
| Admin fee / account holder | $11,724 | $7,941+47.6% | $12,998-9.8% | $6,918+69.5% |