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 8-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 | $29,409 | $83,902-64.9% | $167,512-82.4% | $84,808-65.3% |
| Participation rate | 27.4% | 66.5%-39.0pp | 77.1%-49.6pp | 68.3%-40.9pp |
| Annual return | 15.50% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,748 | $4,442-60.6% | $6,405-72.7% | $4,212-58.5% |
| Admin fee / account holder | $609 | $7,915-92.3% | $9,769-93.8% | $7,344-91.7% |