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 | $48,149 | $169,161-71.5% | $129,295-62.8% | $145,959-67.0% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 15.98% | 14348.07%-14332.1pp | 9429.28%-9413.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,820 | $4,989+116.9% | $4,169+159.5% | $6,689+61.8% |
| Admin fee / account holder | $1,026 | $9,878-89.6% | $7,665-86.6% | $13,398-92.3% |