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 | $70,187 | $54,517+28.7% | $75,972-7.6% | $74,495-5.8% |
| Participation rate | 27.5% | 60.3%-32.9pp | 69.1%-41.6pp | 67.2%-39.7pp |
| Annual return | 18.05% | 31.82%-13.8pp | 359.55%-341.5pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,974 | $3,066-35.6% | $4,255-53.6% | $4,346-54.6% |
| Admin fee / account holder | $3,227 | $2,229+44.8% | $6,467-50.1% | $1,942+66.2% |