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 8-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 | $49,169 | $102,317-51.9% | $146,958-66.5% | $80,856-39.2% |
| Participation rate | 16.2% | 75.8%-59.6pp | 82.2%-65.9pp | 67.6%-51.4pp |
| Annual return | 15.41% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,453 | $6,644-33.0% | $8,070-44.8% | $4,296+3.7% |
| Admin fee / account holder | $16,512 | $7,941+107.9% | $12,998+27.0% | $6,918+138.7% |