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 8-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 | $52,833 | $102,604-48.5% | $86,188-38.7% | $139,434-62.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 20.51% | 1922.51%-1902.0pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,098 | $3,032-63.8% | $2,380-53.9% | $4,751-76.9% |
| Participant deferral / active EE | $3,197 | $4,676-31.6% | $3,985-19.8% | $6,710-52.4% |
| Admin fee / account holder | $620 | $8,657-92.8% | $6,852-91.0% | $11,403-94.6% |