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 7-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 | $26,472 | $49,922-47.0% | $80,569-67.1% | $75,163-64.8% |
| Participation rate | 22.7% | 55.3%-32.6pp | 67.0%-44.3pp | 67.2%-44.5pp |
| Annual return | 47.31% | 34.69%+12.6pp | 935.43%-888.1pp | 160.62%-113.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,004 | $2,990-33.0% | $4,447-54.9% | $4,125-51.4% |
| Admin fee / account holder | $2,246 | $3,577-37.2% | $5,377-58.2% | $5,651-60.3% |