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 | $97,339 | $165,335-41.1% | $149,696-35.0% | $158,922-38.8% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 20.91% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,526 | $5,103-50.5% | $4,644-45.6% | $4,761-46.9% |
| Participant deferral / active EE | $17,488 | $7,181+143.5% | $6,842+155.6% | $5,982+192.3% |
| Admin fee / account holder | $1,564 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |