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 | $23,870 | $109,817-78.3% | $98,442-75.8% | $167,490-85.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.24% | 1956.69%-1939.4pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,811 | $3,224-43.8% | $2,960-38.8% | $4,837-62.6% |
| Participant deferral / active EE | $2,503 | $4,673-46.4% | $4,276-41.5% | $6,341-60.5% |
| Admin fee / account holder | $417 | $6,753-93.8% | $5,949-93.0% | $12,309-96.6% |