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 | $62,678 | $104,486-40.0% | $76,817-18.4% | $152,861-59.0% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.4%-22.4pp |
| Annual return | 12.31% | 1013.37%-1001.1pp | 1166.11%-1153.8pp | 345.32%-333.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $805 | $4,236-81.0% | $3,336-75.9% | $5,850-86.2% |
| Admin fee / account holder | $1,472 | $12,275-88.0% | $6,420-77.1% | $11,596-87.3% |