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 | $68,491 | $70,587-3.0% | $124,672-45.1% | $85,850-20.2% |
| Participation rate | 32.9% | 64.4%-31.5pp | 74.6%-41.7pp | 69.3%-36.4pp |
| Annual return | 13.42% | 20688.83%-20675.4pp | 5142.93%-5129.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $506 | $1,913-73.6% | $3,324-84.8% | $2,565-80.3% |
| Participant deferral / active EE | $1,401 | $2,969-52.8% | $4,614-69.6% | $3,952-64.6% |
| Admin fee / account holder | $20,488 | $5,282+287.9% | $7,493+173.4% | $6,260+227.3% |