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 | $32,933 | $88,710-62.9% | $81,783-59.7% | $145,959-77.4% |
| Participation rate | 31.6% | 75.0%-43.5pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 16.48% | 1027.26%-1010.8pp | 775.05%-758.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,030 | $3,083-66.6% | $2,913-64.6% | $4,661-77.9% |
| Participant deferral / active EE | $1,288 | $4,645-72.3% | $4,320-70.2% | $6,689-80.7% |
| Admin fee / account holder | $2,650 | $8,407-68.5% | $7,380-64.1% | $13,398-80.2% |