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 | $39,597 | $185,200-78.6% | $142,863-72.3% | $167,490-76.4% |
| Participation rate | 38.9% | 78.4%-39.6pp | 71.9%-33.0pp | 82.1%-43.2pp |
| Annual return | 12.55% | 8555.70%-8543.1pp | 5637.54%-5625.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,328 | $4,494-3.7% | $3,837+12.8% | $6,341-31.7% |
| Admin fee / account holder | $6,602 | $8,031-17.8% | $6,560+0.6% | $12,309-46.4% |