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 | $25,518 | $88,751-71.2% | $81,812-68.8% | $145,922-82.5% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.3%-28.6pp | 80.3%-36.5pp |
| Annual return | 16.49% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $814 | $3,083-73.6% | $2,912-72.1% | $4,660-82.5% |
| Participant deferral / active EE | $3,168 | $4,643-31.8% | $4,319-26.6% | $6,688-52.6% |
| Admin fee / account holder | $1,306 | $8,415-84.5% | $7,386-82.3% | $13,397-90.3% |