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 | $21,897 | $88,751-75.3% | $81,812-73.2% | $145,922-85.0% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.3%-41.6pp | 80.3%-49.5pp |
| Annual return | 11.72% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $450 | $3,083-85.4% | $2,912-84.6% | $4,660-90.3% |
| Participant deferral / active EE | $1,032 | $4,643-77.8% | $4,319-76.1% | $6,688-84.6% |
| Admin fee / account holder | $641 | $8,415-92.4% | $7,386-91.3% | $13,397-95.2% |