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 | $37,964 | $88,751-57.2% | $81,812-53.6% | $145,922-74.0% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.3%-49.6pp | 80.3%-57.5pp |
| Annual return | 16.47% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $704 | $3,083-77.2% | $2,912-75.8% | $4,660-84.9% |
| Participant deferral / active EE | $2,248 | $4,643-51.6% | $4,319-47.9% | $6,688-66.4% |
| Admin fee / account holder | $631 | $8,415-92.5% | $7,386-91.5% | $13,397-95.3% |