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 6-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 | $11,004 | $72,071-84.7% | $68,368-83.9% | $137,256-92.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 18.59% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,696 | $2,788-3.3% | $2,649+1.8% | $4,156-35.1% |
| Participant deferral / active EE | $4,057 | $4,410-8.0% | $4,123-1.6% | $6,407-36.7% |
| Admin fee / account holder | $1,808 | $5,336-66.1% | $5,150-64.9% | $12,270-85.3% |