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 7-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 | $19,184 | $76,738-75.0% | $56,411-66.0% | $145,922-86.9% |
| Participation rate | 27.8% | 63.2%-35.4pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 13.13% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $979 | $2,623-62.7% | $1,952-49.8% | $6,688-85.4% |
| Admin fee / account holder | $1,269 | $3,334-61.9% | $2,829-55.1% | $13,397-90.5% |