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 | $15,674 | $88,710-82.3% | $81,783-80.8% | $145,959-89.3% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 11.78% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,871 | $4,645-59.7% | $4,320-56.7% | $6,689-72.0% |
| Admin fee / account holder | $3,290 | $8,407-60.9% | $7,380-55.4% | $13,398-75.4% |