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 6-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 | $15,809 | $70,606-77.6% | $53,898-70.7% | $142,382-88.9% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 16.71% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $218 | $1,202-81.9% | $932-76.6% | $4,299-94.9% |
| Participant deferral / active EE | $379 | $2,364-84.0% | $1,826-79.2% | $6,507-94.2% |
| Admin fee / account holder | $3,879 | $2,852+36.0% | $2,491+55.7% | $12,624-69.3% |