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 | $19,846 | $100,852-80.3% | $90,404-78.0% | $158,922-87.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 22.34% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,254 | $3,689-66.0% | $3,262-61.6% | $4,761-73.7% |
| Participant deferral / active EE | $2,325 | $4,348-46.5% | $3,963-41.3% | $5,982-61.1% |
| Admin fee / account holder | $820 | $6,501-87.4% | $5,611-85.4% | $11,246-92.7% |