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 | $69,312 | $96,305-28.0% | $80,569-14.0% | $139,434-50.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.03% | 1350.08%-1331.1pp | 935.43%-916.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,102 | $3,262-35.6% | $2,723-22.8% | $4,751-55.8% |
| Participant deferral / active EE | $2,431 | $5,232-53.5% | $4,447-45.3% | $6,710-63.8% |
| Admin fee / account holder | $612 | $6,599-90.7% | $5,377-88.6% | $11,403-94.6% |