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 | $28,658 | $70,756-59.5% | $65,493-56.2% | $142,382-79.9% |
| Participation rate | 68.2% | 77.4%-9.2pp | 73.1%-4.9pp | 80.1%-11.9pp |
| Annual return | 26.97% | 1754.89%-1727.9pp | 982.45%-955.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $847 | $2,881-70.6% | $2,574-67.1% | $4,299-80.3% |
| Participant deferral / active EE | $3,604 | $4,637-22.3% | $3,961-9.0% | $6,507-44.6% |
| Admin fee / account holder | $645 | $6,559-90.2% | $5,028-87.2% | $12,624-94.9% |