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 | $13,867 | $100,852-86.2% | $90,404-84.7% | $158,922-91.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 23.60% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,846 | $3,689-50.0% | $3,262-43.4% | $4,761-61.2% |
| Participant deferral / active EE | $2,665 | $4,348-38.7% | $3,963-32.8% | $5,982-55.5% |
| Admin fee / account holder | $410 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |