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 6-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 | $86,826 | $102,317-15.1% | $146,958-40.9% | $80,856+7.4% |
| Participation rate | 69.8% | 75.8%-6.1pp | 82.2%-12.4pp | 67.6%+2.1pp |
| Annual return | 41.55% | 134.76%-93.2pp | 418.34%-376.8pp | 35.59%+6.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,592 | $6,644+89.5% | $8,070+56.0% | $4,296+193.1% |
| Admin fee / account holder | $6,875 | $7,941-13.4% | $12,998-47.1% | $6,918-0.6% |