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 | $63,090 | $114,047-44.7% | $96,139-34.4% | $167,490-62.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 11.65% | 189.88%-178.2pp | 191.94%-180.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,670 | $3,427-51.3% | $2,797-40.3% | $4,837-65.5% |
| Participant deferral / active EE | $1,917 | $5,194-63.1% | $4,349-55.9% | $6,341-69.8% |
| Admin fee / account holder | $2,131 | $6,897-69.1% | $5,537-61.5% | $12,309-82.7% |