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 | $43,914 | $123,909-64.6% | $69,647-36.9% | $145,922-69.9% |
| Participation rate | 55.6% | 69.2%-13.7pp | 66.5%-10.9pp | 80.3%-24.7pp |
| Annual return | 17.18% | 190.55%-173.4pp | 100.48%-83.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,838 | $2,682-31.5% | $1,712+7.3% | $4,660-60.6% |
| Participant deferral / active EE | $3,896 | $4,236-8.0% | $2,886+35.0% | $6,688-41.7% |
| Admin fee / account holder | $441 | $7,863-94.4% | $4,713-90.6% | $13,397-96.7% |