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 | $35,224 | $176,662-80.1% | $130,648-73.0% | $152,861-77.0% |
| Participation rate | 61.5% | 79.0%-17.4pp | 71.7%-10.2pp | 82.4%-20.9pp |
| Annual return | 19.82% | 2692.24%-2672.4pp | 1708.96%-1689.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,666 | $4,361-38.9% | $3,603-26.0% | $5,850-54.4% |
| Admin fee / account holder | $373 | $7,133-94.8% | $5,464-93.2% | $11,596-96.8% |