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 | $140,667 | $57,065+146.5% | $75,670+85.9% | $70,131+100.6% |
| Participation rate | 37.1% | 68.1%-30.9pp | 72.3%-35.2pp | 69.5%-32.4pp |
| Annual return | 1310.60% | 23.57%+1287.0pp | 27.34%+1283.3pp | 73.14%+1237.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,591 | $2,580-38.3% | $3,142-49.4% | $3,332-52.3% |
| Admin fee / account holder | $1,993 | $3,825-47.9% | $5,800-65.6% | $4,645-57.1% |