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 | $47,287 | $105,181-55.0% | $159,436-70.3% | $85,850-44.9% |
| Participation rate | 46.6% | 75.8%-29.2pp | 82.8%-36.2pp | 69.3%-22.7pp |
| Annual return | 17.00% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,077 | $5,945+2.2% | $7,352-17.3% | $3,952+53.8% |
| Admin fee / account holder | $7,391 | $6,933+6.6% | $10,799-31.6% | $6,260+18.1% |