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 4-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 | $16,648 | $68,097-75.6% | $62,929-73.5% | $137,256-87.9% |
| Participation rate | 19.0% | 77.4%-58.4pp | 73.1%-54.1pp | 80.0%-60.9pp |
| Annual return | 18.57% | 1859.11%-1840.5pp | 1063.93%-1045.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $487 | $2,811-82.7% | $2,505-80.5% | $4,156-88.3% |
| Participant deferral / active EE | $1,252 | $4,553-72.5% | $3,888-67.8% | $6,407-80.5% |
| Admin fee / account holder | $1,661 | $6,521-74.5% | $5,065-67.2% | $12,270-86.5% |