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 | $27,574 | $82,630-66.6% | $64,105-57.0% | $125,391-78.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 25.35% | 1489.72%-1464.4pp | 791.24%-765.9pp | 282.22%-256.9pp |
| Employer contribution / active EE | $867 | $2,671-67.6% | $1,820-52.4% | $4,866-82.2% |
| Participant deferral / active EE | $1,605 | $3,608-55.5% | $2,822-43.1% | $5,352-70.0% |
| Admin fee / account holder | $2,386 | $6,382-62.6% | $4,499-47.0% | $9,540-75.0% |