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 9-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 | $43,006 | $89,355-51.9% | $141,162-69.5% | $72,985-41.1% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.5%-20.3pp | 69.5%-7.4pp |
| Annual return | 537.67% | 111.85%+425.8pp | 71.39%+466.3pp | 81.00%+456.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,604 | $5,418-51.9% | $6,709-61.2% | $3,607-27.8% |
| Admin fee / account holder | $841 | $5,958-85.9% | $10,261-91.8% | $5,124-83.6% |