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 | $141,580 | $102,604+38.0% | $86,188+64.3% | $139,434+1.5% |
| Participation rate | 35.0% | 74.5%-39.5pp | 69.0%-34.0pp | 80.3%-45.3pp |
| Annual return | 24.26% | 1922.51%-1898.2pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,770 | $4,676-40.8% | $3,985-30.5% | $6,710-58.7% |
| Admin fee / account holder | $18,316 | $8,657+111.6% | $6,852+167.3% | $11,403+60.6% |