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 | $22,560 | $99,020-77.2% | $86,590-73.9% | $147,584-84.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 24.56% | 1312.34%-1287.8pp | 964.84%-940.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $667 | $3,132-78.7% | $2,839-76.5% | $4,876-86.3% |
| Participant deferral / active EE | $2,081 | $3,972-47.6% | $3,609-42.3% | $5,439-61.7% |
| Admin fee / account holder | $1,124 | $5,710-80.3% | $4,906-77.1% | $10,885-89.7% |