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 8-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 | $15,056 | $55,472-72.9% | $155,567-90.3% | $74,546-79.8% |
| Participation rate | 56.0% | 61.9%-5.9pp | 78.2%-22.2pp | 67.2%-11.2pp |
| Annual return | 23.58% | 268.72%-245.1pp | 64.74%-41.2pp | 1366.03%-1342.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,677 | $2,838-40.9% | $5,628-70.2% | $4,347-61.4% |
| Admin fee / account holder | $760 | $1,743-56.4% | $15,916-95.2% | $1,944-60.9% |