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 | $46,931 | $63,346-25.9% | $92,233-49.1% | $70,131-33.1% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 20.43% | 530.12%-509.7pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,104 | $2,471-55.3% | $3,679-70.0% | $2,342-52.8% |
| Participant deferral / active EE | $1,459 | $2,854-48.9% | $3,897-62.5% | $3,332-56.2% |
| Admin fee / account holder | $2,451 | $3,840-36.2% | $5,194-52.8% | $4,645-47.2% |