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 | $34,966 | $96,305-63.7% | $80,569-56.6% | $139,434-74.9% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 18.00% | 1350.08%-1332.1pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,066 | $3,262-67.3% | $2,723-60.9% | $4,751-77.6% |
| Participant deferral / active EE | $2,554 | $5,232-51.2% | $4,447-42.6% | $6,710-61.9% |
| Admin fee / account holder | $1,612 | $6,599-75.6% | $5,377-70.0% | $11,403-85.9% |