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 5-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 | $28,523 | $102,317-72.1% | $146,958-80.6% | $80,856-64.7% |
| Participation rate | 45.9% | 75.8%-29.9pp | 82.2%-36.2pp | 67.6%-21.7pp |
| Annual return | 59.07% | 134.76%-75.7pp | 418.34%-359.3pp | 35.59%+23.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,946 | $6,644-10.5% | $8,070-26.3% | $4,296+38.4% |
| Admin fee / account holder | $11,958 | $7,941+50.6% | $12,998-8.0% | $6,918+72.8% |