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 | $79,558 | $176,056-54.8% | $159,436-50.1% | $167,490-52.5% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 17.52% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $976 | $5,297-81.6% | $4,829-79.8% | $4,837-79.8% |
| Participant deferral / active EE | $3,145 | $7,750-59.4% | $7,352-57.2% | $6,341-50.4% |
| Admin fee / account holder | $641 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |