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 | $62,716 | $70,606-11.2% | $53,898+16.4% | $142,382-56.0% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 12.22% | 619.81%-607.6pp | 528.60%-516.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $143 | $1,202-88.1% | $932-84.7% | $4,299-96.7% |
| Participant deferral / active EE | $3,405 | $2,364+44.0% | $1,826+86.4% | $6,507-47.7% |
| Admin fee / account holder | $20,167 | $2,852+607.2% | $2,491+709.7% | $12,624+59.8% |