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 | $120,617 | $56,199+114.6% | $67,652+78.3% | $59,632+102.3% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | 2.45% | 18505.31%-18502.9pp | 6625.04%-6622.6pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,278 | $2,844-19.9% | $3,560-36.0% | $3,192-28.6% |
| Admin fee / account holder | $7,481 | $3,958+89.0% | $4,821+55.2% | $4,297+74.1% |