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 | $26,537 | $109,817-75.8% | $98,442-73.0% | $167,490-84.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 12.43% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,276 | $3,224-60.4% | $2,960-56.9% | $4,837-73.6% |
| Participant deferral / active EE | $3,942 | $4,673-15.6% | $4,276-7.8% | $6,341-37.8% |
| Admin fee / account holder | $1,481 | $6,753-78.1% | $5,949-75.1% | $12,309-88.0% |