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 | $25,988 | $65,409-60.3% | $98,442-73.6% | $85,850-69.7% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.3%-33.6pp |
| Annual return | 17.59% | 21.76%-4.2pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,121 | $3,166-33.0% | $4,276-50.4% | $3,952-46.3% |
| Admin fee / account holder | $362 | $4,593-92.1% | $5,949-93.9% | $6,260-94.2% |