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 | $49,441 | $104,486-52.7% | $76,817-35.6% | $152,861-67.7% |
| Participation rate | 63.2% | 76.6%-13.4pp | 72.1%-8.9pp | 82.4%-19.3pp |
| Annual return | 22.36% | 1013.37%-991.0pp | 1166.11%-1143.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,829 | $4,236-33.2% | $3,336-15.2% | $5,850-51.6% |
| Admin fee / account holder | $2,069 | $12,275-83.1% | $6,420-67.8% | $11,596-82.2% |