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 | $79,462 | $124,185-36.0% | $108,410-26.7% | $167,490-52.6% |
| Participation rate | 42.9% | 82.3%-39.4pp | 80.1%-37.3pp | 82.1%-39.2pp |
| Annual return | 14.24% | 1379.64%-1365.4pp | 905.27%-891.0pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,445 | $6,908-50.1% | $6,563-47.5% | $6,341-45.7% |
| Admin fee / account holder | $1,430 | $9,455-84.9% | $7,295-80.4% | $12,309-88.4% |