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 7-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 | $19,479 | $27,915-30.2% | $58,482-66.7% | $75,163-74.1% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 27.74% | 44.20%-16.5pp | 4239.32%-4211.6pp | 160.62%-132.9pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,053-62.2% | $2,670-85.1% |
| Participant deferral / active EE | $892 | $1,201-25.7% | $1,924-53.6% | $4,125-78.4% |
| Admin fee / account holder | $1,792 | $1,726+3.8% | $2,516-28.8% | $5,651-68.3% |