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 | $24,040 | $57,281-58.0% | $86,612-72.2% | $75,163-68.0% |
| Participation rate | 20.9% | 63.2%-42.3pp | 71.7%-50.8pp | 67.2%-46.3pp |
| Annual return | 16.56% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.1pp |
| Employer contribution / active EE | $469 | $2,314-79.7% | $3,022-84.5% | $2,670-82.4% |
| Participant deferral / active EE | $901 | $3,318-72.8% | $4,438-79.7% | $4,125-78.1% |
| Admin fee / account holder | $4,668 | $4,112+13.5% | $5,614-16.8% | $5,651-17.4% |