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 | $23,799 | $88,710-73.2% | $81,783-70.9% | $145,959-83.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 30.94% | 1027.26%-996.3pp | 775.05%-744.1pp | 561.95%-531.0pp |
| Employer contribution / active EE | $695 | $3,083-77.5% | $2,913-76.1% | $4,661-85.1% |
| Participant deferral / active EE | $770 | $4,645-83.4% | $4,320-82.2% | $6,689-88.5% |
| Admin fee / account holder | $3,779 | $8,407-55.1% | $7,380-48.8% | $13,398-71.8% |