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 | $15,572 | $104,486-85.1% | $76,817-79.7% | $152,861-89.8% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 27.71% | 1013.37%-985.7pp | 1166.11%-1138.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $974 | $3,116-68.7% | $2,302-57.7% | $4,762-79.6% |
| Participant deferral / active EE | $1,843 | $4,236-56.5% | $3,336-44.8% | $5,850-68.5% |
| Admin fee / account holder | $536 | $12,275-95.6% | $6,420-91.6% | $11,596-95.4% |