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 | $138,518 | $58,927+135.1% | $76,817+80.3% | $72,985+89.8% |
| Participation rate | 38.5% | 67.3%-28.9pp | 72.1%-33.6pp | 69.5%-31.0pp |
| Annual return | 49.27% | 2305.64%-2256.4pp | 1166.11%-1116.8pp | 81.00%-31.7pp |
| Employer contribution / active EE | $1,153 | $1,787-35.5% | $2,302-49.9% | $2,440-52.7% |
| Participant deferral / active EE | $2,474 | $2,690-8.1% | $3,336-25.8% | $3,607-31.4% |
| Admin fee / account holder | $28,622 | $4,013+613.3% | $6,420+345.8% | $5,124+458.5% |