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 | $93,972 | $209,832-55.2% | $189,513-50.4% | $167,490-43.9% |
| Participation rate | 53.8% | 88.7%-34.8pp | 87.8%-34.0pp | 82.1%-28.3pp |
| Annual return | 16.99% | 748.27%-731.3pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,290 | $8,935-52.0% | $8,221-47.8% | $6,341-32.3% |
| Admin fee / account holder | $3,080 | $14,293-78.4% | $12,045-74.4% | $12,309-75.0% |