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 | $56,407 | $76,738-26.5% | $56,4110% | $145,922-61.3% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 17.26% | 2994.23%-2977.0pp | 1701.33%-1684.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $963 | $1,380-30.2% | $1,039-7.3% | $4,660-79.3% |
| Participant deferral / active EE | $1,391 | $2,623-46.9% | $1,952-28.7% | $6,688-79.2% |
| Admin fee / account holder | $1,429 | $3,334-57.1% | $2,829-49.5% | $13,397-89.3% |