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 9-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 | $91,462 | $209,411-56.3% | $178,490-48.8% | $158,922-42.4% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 19.70% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,261 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $3,044 | $5,954-48.9% | $5,202-41.5% | $5,982-49.1% |
| Admin fee / account holder | $412 | $17,074-97.6% | $13,984-97.1% | $11,246-96.3% |