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 | $31,983 | $27,915+14.6% | $58,482-45.3% | $75,163-57.4% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 23.05% | 44.20%-21.2pp | 4239.32%-4216.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $346 | $669-48.3% | $1,053-67.2% | $2,670-87.1% |
| Participant deferral / active EE | $1,075 | $1,201-10.5% | $1,924-44.1% | $4,125-73.9% |
| Admin fee / account holder | $1,292 | $1,726-25.1% | $2,516-48.7% | $5,651-77.1% |