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 | $30,162 | $70,756-57.4% | $65,493-53.9% | $142,382-78.8% |
| Participation rate | 40.9% | 77.4%-36.5pp | 73.1%-32.2pp | 80.1%-39.2pp |
| Annual return | 18.76% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $506 | $2,881-82.4% | $2,574-80.3% | $4,299-88.2% |
| Participant deferral / active EE | $2,924 | $4,637-37.0% | $3,961-26.2% | $6,507-55.1% |
| Admin fee / account holder | $814 | $6,559-87.6% | $5,028-83.8% | $12,624-93.6% |