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 6-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 | $52,363 | $100,970-48.1% | $96,576-45.8% | $137,256-61.9% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | 194.13% | 38.16%+156.0pp | 38.47%+155.7pp | 220.34%-26.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,998 | $8,286-51.8% | $7,956-49.8% | $6,407-37.6% |
| Admin fee / account holder | $49,429 | $11,312+337.0% | $11,381+334.3% | $12,270+302.8% |