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 7-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 | $45,780 | $88,710-48.4% | $81,783-44.0% | $145,959-68.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 12.41% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,126 | $3,083-63.5% | $2,913-61.3% | $4,661-75.8% |
| Participant deferral / active EE | $1,552 | $4,645-66.6% | $4,320-64.1% | $6,689-76.8% |
| Admin fee / account holder | $882 | $8,407-89.5% | $7,380-88.1% | $13,398-93.4% |