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 | $20,688 | $96,635-78.6% | $86,612-76.1% | $139,434-85.2% |
| Participation rate | 22.7% | 74.4%-51.7pp | 71.7%-49.0pp | 80.3%-57.6pp |
| Annual return | 320.59% | 106.41%+214.2pp | 591.07%-270.5pp | 372.94%-52.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,340 | $4,836-72.3% | $4,438-69.8% | $6,710-80.0% |
| Admin fee / account holder | $961 | $6,408-85.0% | $5,614-82.9% | $11,403-91.6% |