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 | $65,928 | $104,907-37.2% | $84,611-22.1% | $152,861-56.9% |
| Participation rate | 10.0% | 74.8%-64.8pp | 68.2%-58.2pp | 82.4%-72.4pp |
| Annual return | 48.07% | 373.79%-325.7pp | 258.74%-210.7pp | 345.32%-297.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,021 | $4,688-78.2% | $3,899-73.8% | $5,850-82.6% |
| Admin fee / account holder | $900 | $6,241-85.6% | $4,912-81.7% | $11,596-92.2% |