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 | $59,772 | $156,846-61.9% | $121,098-50.6% | $139,434-57.1% |
| Participation rate | 36.8% | 76.4%-39.6pp | 69.5%-32.6pp | 80.3%-43.5pp |
| Annual return | 17.54% | 1474.56%-1457.0pp | 985.75%-968.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,016 | $4,844-17.1% | $4,080-1.6% | $6,710-40.2% |
| Admin fee / account holder | $987 | $6,946-85.8% | $5,644-82.5% | $11,403-91.3% |