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 | $107,239 | $129,217-17.0% | $93,406+14.8% | $158,922-32.5% |
| Participation rate | 26.3% | 71.0%-44.7pp | 66.8%-40.5pp | 82.0%-55.6pp |
| Annual return | 11.42% | 118.21%-106.8pp | 78.05%-66.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,153 | $3,909-70.5% | $3,126-63.1% | $5,982-80.7% |
| Admin fee / account holder | $14,160 | $7,383+91.8% | $5,230+170.8% | $11,246+25.9% |