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 | $78,499 | $52,380+49.9% | $98,755-20.5% | $85,850-8.6% |
| Participation rate | 47.7% | 58.0%-10.2pp | 65.7%-18.0pp | 69.3%-21.6pp |
| Annual return | 49.07% | 25.82%+23.2pp | 49.91%-0.8pp | 318.53%-269.5pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,599 | $2,101-23.9% | $3,035-47.3% | $3,952-59.5% |
| Admin fee / account holder | $3,065 | $3,865-20.7% | $4,076-24.8% | $6,260-51.0% |