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 | $13,537 | $76,738-82.4% | $56,411-76.0% | $145,922-90.7% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 10.58% | 2994.23%-2983.6pp | 1701.33%-1690.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $332 | $1,380-75.9% | $1,039-68.0% | $4,660-92.9% |
| Participant deferral / active EE | $492 | $2,623-81.2% | $1,952-74.8% | $6,688-92.6% |
| Admin fee / account holder | $633 | $3,334-81.0% | $2,829-77.6% | $13,397-95.3% |