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 | $34,768 | $76,785-54.7% | $56,441-38.4% | $145,959-76.2% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 10.39% | 3000.51%-2990.1pp | 1704.21%-1693.8pp | 561.95%-551.6pp |
| Employer contribution / active EE | $449 | $1,381-67.5% | $1,039-56.8% | $4,661-90.4% |
| Participant deferral / active EE | $1,872 | $2,624-28.7% | $1,953-4.1% | $6,689-72.0% |
| Admin fee / account holder | $456 | $3,334-86.3% | $2,829-83.9% | $13,398-96.6% |