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 | $34,979 | $111,754-68.7% | $103,333-66.1% | $145,922-76.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 163.23% | 24.77%+138.5pp | 24.88%+138.3pp | 561.29%-398.1pp |
| Employer contribution / active EE | $2,583 | $4,212-38.7% | $3,868-33.2% | $4,660-44.6% |
| Participant deferral / active EE | $4,668 | $5,619-16.9% | $5,057-7.7% | $6,688-30.2% |
| Admin fee / account holder | $4,803 | $9,750-50.7% | $8,355-42.5% | $13,397-64.1% |