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 | $33,575 | $70,475-52.4% | $100,516-66.6% | $79,858-58.0% |
| Participation rate | 31.0% | 73.7%-42.6pp | 79.4%-48.4pp | 69.6%-38.6pp |
| Annual return | 97.68% | 21.90%+75.8pp | 30.89%+66.8pp | 31.71%+66.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,409 | $5,181-34.2% | $6,270-45.6% | $3,740-8.9% |
| Admin fee / account holder | $3,475 | $4,478-22.4% | $8,081-57.0% | $5,306-34.5% |