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 | $37,232 | $48,570-23.3% | $130,648-71.5% | $72,985-49.0% |
| Participation rate | 31.7% | 58.6%-26.8pp | 71.7%-40.0pp | 69.5%-37.7pp |
| Annual return | 32.60% | 38.63%-6.0pp | 1708.96%-1676.4pp | 81.00%-48.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,478 | $2,384-38.0% | $3,603-59.0% | $3,607-59.0% |
| Admin fee / account holder | $1,987 | $3,549-44.0% | $5,464-63.6% | $5,124-61.2% |