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 6-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 | $21,564 | $90,348-76.1% | $75,972-71.6% | $145,922-85.2% |
| Participation rate | 61.1% | 74.5%-13.3pp | 69.1%-7.9pp | 80.3%-19.2pp |
| Annual return | 52.03% | 620.88%-568.8pp | 359.55%-307.5pp | 561.29%-509.3pp |
| Employer contribution / active EE | $1,208 | $3,311-63.5% | $2,685-55.0% | $4,660-74.1% |
| Participant deferral / active EE | $2,525 | $5,162-51.1% | $4,255-40.7% | $6,688-62.3% |
| Admin fee / account holder | $490 | $8,467-94.2% | $6,467-92.4% | $13,397-96.3% |