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 | $30,130 | $102,604-70.6% | $86,188-65.0% | $139,434-78.4% |
| Participation rate | 56.5% | 74.5%-18.0pp | 69.0%-12.4pp | 80.3%-23.8pp |
| Annual return | 24.98% | 1922.51%-1897.5pp | 1168.45%-1143.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,555 | $3,032-48.7% | $2,380-34.6% | $4,751-67.3% |
| Participant deferral / active EE | $2,475 | $4,676-47.1% | $3,985-37.9% | $6,710-63.1% |
| Admin fee / account holder | $554 | $8,657-93.6% | $6,852-91.9% | $11,403-95.1% |