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 | $23,729 | $100,852-76.5% | $90,404-73.8% | $158,922-85.1% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 8.55% | 1724.20%-1715.7pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,393 | $3,689-62.2% | $3,262-57.3% | $4,761-70.7% |
| Participant deferral / active EE | $2,396 | $4,348-44.9% | $3,963-39.6% | $5,982-60.0% |
| Admin fee / account holder | $1,888 | $6,501-71.0% | $5,611-66.3% | $11,246-83.2% |