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 | $83,902-43.0% | $167,512-71.4% | $84,808-43.6% |
| Participation rate | 43.9% | 66.5%-22.6pp | 77.1%-33.2pp | 68.3%-24.4pp |
| Annual return | 14.91% | 91.55%-76.6pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,991 | $4,442-55.2% | $6,405-68.9% | $4,212-52.7% |
| Admin fee / account holder | $6,771 | $7,915-14.5% | $9,769-30.7% | $7,344-7.8% |