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 6-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 | $18,683 | $68,097-72.6% | $62,929-70.3% | $137,256-86.4% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.0%-15.0pp |
| Annual return | 51.70% | 1859.11%-1807.4pp | 1063.93%-1012.2pp | 220.34%-168.6pp |
| Employer contribution / active EE | $1,307 | $2,811-53.5% | $2,505-47.8% | $4,156-68.5% |
| Participant deferral / active EE | $1,992 | $4,553-56.2% | $3,888-48.8% | $6,407-68.9% |
| Admin fee / account holder | $848 | $6,521-87.0% | $5,065-83.2% | $12,270-93.1% |