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 9-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 | $30,785 | $102,604-70.0% | $86,188-64.3% | $139,434-77.9% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 20.82% | 1922.51%-1901.7pp | 1168.45%-1147.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,136 | $3,032-62.5% | $2,380-52.3% | $4,751-76.1% |
| Participant deferral / active EE | $1,575 | $4,676-66.3% | $3,985-60.5% | $6,710-76.5% |
| Admin fee / account holder | $2,262 | $8,657-73.9% | $6,852-67.0% | $11,403-80.2% |