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 | $47,842 | $80,812-40.8% | $160,784-70.2% | $82,448-42.0% |
| Participation rate | 43.9% | 66.2%-22.3pp | 77.0%-33.1pp | 68.1%-24.2pp |
| Annual return | 14.91% | 100.59%-85.7pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,991 | $4,335-54.1% | $6,293-68.4% | $4,139-51.9% |
| Admin fee / account holder | $6,771 | $7,695-12.0% | $9,717-30.3% | $7,234-6.4% |