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 8-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 | $44,546 | $102,966-56.7% | $90,281-50.7% | $152,861-70.9% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 360.28% | 95.16%+265.1pp | 78.10%+282.2pp | 345.32%+15.0pp |
| Employer contribution / active EE | $1,571 | $3,139-50.0% | $2,854-45.0% | $4,762-67.0% |
| Participant deferral / active EE | $4,541 | $4,281+6.1% | $3,885+16.9% | $5,850-22.4% |
| Admin fee / account holder | $684 | $6,171-88.9% | $5,351-87.2% | $11,596-94.1% |