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 | $127,027 | $158,398-19.8% | $126,539+0.4% | $142,382-10.8% |
| Participation rate | 14.3% | 75.8%-61.5pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 21.78% | 593.76%-572.0pp | 425.95%-404.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $353 | $4,650-92.4% | $3,674-90.4% | $4,299-91.8% |
| Participant deferral / active EE | $656 | $4,767-86.2% | $4,083-83.9% | $6,507-89.9% |
| Admin fee / account holder | $499 | $6,918-92.8% | $6,065-91.8% | $12,624-96.0% |