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 | $48,604 | $76,738-36.7% | $56,411-13.8% | $145,922-66.7% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 13.52% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $690 | $1,380-50.0% | $1,039-33.6% | $4,660-85.2% |
| Participant deferral / active EE | $1,041 | $2,623-60.3% | $1,952-46.7% | $6,688-84.4% |
| Admin fee / account holder | $9,294 | $3,334+178.8% | $2,829+228.6% | $13,397-30.6% |