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 3-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 | $34,806 | $102,317-66.0% | $146,958-76.3% | $80,856-57.0% |
| Participation rate | 31.4% | 75.8%-44.5pp | 82.2%-50.8pp | 67.6%-36.3pp |
| Annual return | 25.95% | 134.76%-108.8pp | 418.34%-392.4pp | 35.59%-9.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,998 | $6,644-39.8% | $8,070-50.5% | $4,296-6.9% |
| Admin fee / account holder | $380 | $7,941-95.2% | $12,998-97.1% | $6,918-94.5% |