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 | $13,625 | $88,751-84.6% | $81,812-83.3% | $145,922-90.7% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.3%-16.1pp | 80.3%-24.0pp |
| Annual return | 10.86% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $778 | $3,083-74.8% | $2,912-73.3% | $4,660-83.3% |
| Participant deferral / active EE | $1,206 | $4,643-74.0% | $4,319-72.1% | $6,688-82.0% |
| Admin fee / account holder | $850 | $8,415-89.9% | $7,386-88.5% | $13,397-93.7% |