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 | $74,458 | $102,317-27.2% | $146,958-49.3% | $80,856-7.9% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.2%-24.5pp | 67.6%-9.9pp |
| Annual return | 49.24% | 134.76%-85.5pp | 418.34%-369.1pp | 35.59%+13.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,456 | $6,644+57.4% | $8,070+29.6% | $4,296+143.4% |
| Admin fee / account holder | $5,260 | $7,941-33.8% | $12,998-59.5% | $6,918-24.0% |