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 | $15,643 | $96,635-83.8% | $86,612-81.9% | $139,434-88.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 15.42% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,755 | $3,263-46.2% | $3,022-41.9% | $4,751-63.1% |
| Participant deferral / active EE | $2,759 | $4,836-43.0% | $4,438-37.8% | $6,710-58.9% |
| Admin fee / account holder | $500 | $6,408-92.2% | $5,614-91.1% | $11,403-95.6% |