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 6-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 | $10,507 | $96,305-89.1% | $80,569-87.0% | $139,434-92.5% |
| Participation rate | 47.6% | 73.6%-26.0pp | 67.0%-19.4pp | 80.3%-32.7pp |
| Annual return | 18.22% | 1350.08%-1331.9pp | 935.43%-917.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $802 | $3,262-75.4% | $2,723-70.6% | $4,751-83.1% |
| Participant deferral / active EE | $1,067 | $5,232-79.6% | $4,447-76.0% | $6,710-84.1% |
| Admin fee / account holder | $304 | $6,599-95.4% | $5,377-94.4% | $11,403-97.3% |