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 | $11,676 | $136,179-91.4% | $98,755-88.2% | $167,490-93.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 65.7%-65.7pp | 82.1%-82.1pp |
| Annual return | 11.11% | 67.53%-56.4pp | 49.91%-38.8pp | 478.56%-467.4pp |
| Employer contribution / active EE | $677 | $2,631-74.3% | $2,067-67.3% | $4,837-86.0% |
| Participant deferral / active EE | $1,123 | $3,716-69.8% | $3,035-63.0% | $6,341-82.3% |
| Admin fee / account holder | $3,052 | $5,031-39.3% | $4,076-25.1% | $12,309-75.2% |