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 | $70,892 | $108,912-34.9% | $100,383-29.4% | $145,959-51.4% |
| Participation rate | 54.5% | 83.0%-28.4pp | 81.5%-27.0pp | 80.3%-25.7pp |
| Annual return | 12.97% | 57.96%-45.0pp | 49.26%-36.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,099 | $8,451-27.8% | $8,086-24.6% | $6,689-8.8% |
| Admin fee / account holder | $311 | $9,690-96.8% | $7,900-96.1% | $13,398-97.7% |