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 | $35,100 | $96,305-63.6% | $80,569-56.4% | $139,434-74.8% |
| Participation rate | 53.8% | 73.6%-19.8pp | 67.0%-13.2pp | 80.3%-26.5pp |
| Annual return | 21.91% | 1350.08%-1328.2pp | 935.43%-913.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,211 | $3,262-62.9% | $2,723-55.5% | $4,751-74.5% |
| Participant deferral / active EE | $3,686 | $5,232-29.5% | $4,447-17.1% | $6,710-45.1% |
| Admin fee / account holder | $350 | $6,599-94.7% | $5,377-93.5% | $11,403-96.9% |