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 | $14,507 | $90,600-84.0% | $79,464-81.7% | $135,375-89.3% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | 35.86% | 977.43%-941.6pp | 718.14%-682.3pp | 519.73%-483.9pp |
| Employer contribution / active EE | $2,557 | $3,068-16.7% | $2,800-8.7% | $4,779-46.5% |
| Participant deferral / active EE | $2,765 | $4,050-31.7% | $3,704-25.3% | $5,609-50.7% |
| Admin fee / account holder | $546 | $5,907-90.8% | $5,113-89.3% | $10,827-95.0% |