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 | $26,673 | $98,750-73.0% | $149,696-82.2% | $79,858-66.6% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.5%-17.9pp | 69.6%-5.1pp |
| Annual return | 149.95% | 27.43%+122.5pp | 276.60%-126.7pp | 31.71%+118.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,950 | $5,680+92.8% | $6,842+60.1% | $3,740+192.8% |
| Admin fee / account holder | $372 | $6,053-93.8% | $9,309-96.0% | $5,306-93.0% |