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 | $17,949 | $210,648-91.5% | $177,989-89.9% | $145,922-87.7% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 18.47% | 385.86%-367.4pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $961 | $4,565-79.0% | $3,949-75.7% | $4,660-79.4% |
| Participant deferral / active EE | $1,518 | $6,958-78.2% | $6,276-75.8% | $6,688-77.3% |
| Admin fee / account holder | $1,689 | $12,013-85.9% | $10,363-83.7% | $13,397-87.4% |