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 8-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 | $19,444 | $57,281-66.1% | $86,612-77.6% | $75,163-74.1% |
| Participation rate | 53.7% | 63.2%-9.5pp | 71.7%-18.0pp | 67.2%-13.5pp |
| Annual return | 15.76% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,259 | $2,314-45.6% | $3,022-58.4% | $2,670-52.8% |
| Participant deferral / active EE | $2,846 | $3,318-14.2% | $4,438-35.9% | $4,125-31.0% |
| Admin fee / account holder | $1,622 | $4,112-60.5% | $5,614-71.1% | $5,651-71.3% |