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 | $18,043 | $65,409-72.4% | $98,442-81.7% | $85,850-79.0% |
| Participation rate | 46.3% | 65.0%-18.7pp | 73.3%-27.0pp | 69.3%-23.0pp |
| Annual return | 43.15% | 21.76%+21.4pp | 1492.73%-1449.6pp | 318.53%-275.4pp |
| Employer contribution / active EE | $1,020 | $2,168-52.9% | $2,960-65.5% | $2,565-60.2% |
| Participant deferral / active EE | $1,568 | $3,166-50.5% | $4,276-63.3% | $3,952-60.3% |
| Admin fee / account holder | $775 | $4,593-83.1% | $5,949-87.0% | $6,260-87.6% |