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 | $38,329 | $70,756-45.8% | $65,493-41.5% | $142,382-73.1% |
| Participation rate | 41.7% | 77.4%-35.7pp | 73.1%-31.4pp | 80.1%-38.5pp |
| Annual return | 15.26% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $756 | $2,881-73.8% | $2,574-70.6% | $4,299-82.4% |
| Participant deferral / active EE | $973 | $4,637-79.0% | $3,961-75.4% | $6,507-85.1% |
| Admin fee / account holder | $10,181 | $6,559+55.2% | $5,028+102.5% | $12,624-19.3% |