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 | $24,841 | $100,852-75.4% | $90,404-72.5% | $158,922-84.4% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.7%-33.8pp | 82.0%-43.1pp |
| Annual return | 27.57% | 1724.20%-1696.6pp | 1293.02%-1265.4pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,824 | $3,689-50.5% | $3,262-44.1% | $4,761-61.7% |
| Participant deferral / active EE | $4,121 | $4,348-5.2% | $3,963+4.0% | $5,982-31.1% |
| Admin fee / account holder | $454 | $6,501-93.0% | $5,611-91.9% | $11,246-96.0% |