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 | $53,300 | $102,317-47.9% | $146,958-63.7% | $80,856-34.1% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 17.82% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,921 | $3,713-21.3% | $4,933-40.8% | $2,755+6.0% |
| Participant deferral / active EE | $5,788 | $6,644-12.9% | $8,070-28.3% | $4,296+34.7% |
| Admin fee / account holder | $2,546 | $7,941-67.9% | $12,998-80.4% | $6,918-63.2% |