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 | $14,318 | $104,106-86.2% | $71,086-79.9% | $135,375-89.4% |
| Participation rate | 59.1% | 65.7%-6.6pp | 54.7%+4.4pp | 82.6%-23.5pp |
| Annual return | 55.62% | 1256.30%-1200.7pp | 650.59%-595.0pp | 519.73%-464.1pp |
| Employer contribution / active EE | $1,089 | $1,485-26.7% | $1,088+0.1% | $4,779-77.2% |
| Participant deferral / active EE | $2,901 | $2,527+14.8% | $1,874+54.8% | $5,609-48.3% |
| Admin fee / account holder | $448 | $4,142-89.2% | $3,082-85.5% | $10,827-95.9% |