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 | $44,721 | $100,041-55.3% | $149,718-70.1% | $70,131-36.2% |
| Participation rate | 59.2% | 83.6%-24.4pp | 87.1%-27.9pp | 69.5%-10.4pp |
| Annual return | 53.32% | 27.43%+25.9pp | 1501.63%-1448.3pp | 73.14%-19.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,227 | $4,983+25.0% | $6,569-5.2% | $3,332+86.9% |
| Admin fee / account holder | $1,740 | $8,286-79.0% | $11,283-84.6% | $4,645-62.5% |