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 | $22,889 | $104,106-78.0% | $71,086-67.8% | $135,375-83.1% |
| Participation rate | 18.8% | 65.7%-46.9pp | 54.7%-35.9pp | 82.6%-63.9pp |
| Annual return | 17.05% | 1256.30%-1239.2pp | 650.59%-633.5pp | 519.73%-502.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $582 | $2,527-77.0% | $1,874-68.9% | $5,609-89.6% |
| Admin fee / account holder | $318 | $4,142-92.3% | $3,082-89.7% | $10,827-97.1% |