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 5-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 | $13,036 | $70,756-81.6% | $65,493-80.1% | $142,382-90.8% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.1%-15.4pp |
| Annual return | 15.22% | 1754.89%-1739.7pp | 982.45%-967.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $598 | $2,881-79.2% | $2,574-76.8% | $4,299-86.1% |
| Participant deferral / active EE | $1,576 | $4,637-66.0% | $3,961-60.2% | $6,507-75.8% |
| Admin fee / account holder | $602 | $6,559-90.8% | $5,028-88.0% | $12,624-95.2% |