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 | $72,735 | $102,966-29.4% | $90,281-19.4% | $152,861-52.4% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 92.77% | 95.16%-2.4pp | 78.10%+14.7pp | 345.32%-252.5pp |
| Employer contribution / active EE | $583 | $3,139-81.4% | $2,854-79.6% | $4,762-87.8% |
| Participant deferral / active EE | $4,081 | $4,281-4.7% | $3,885+5.0% | $5,850-30.2% |
| Admin fee / account holder | $330 | $6,171-94.7% | $5,351-93.8% | $11,596-97.2% |