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 | $40,297 | $60,124-33.0% | $90,404-55.4% | $79,858-49.5% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 56.32% | 71.94%-15.6pp | 1293.02%-1236.7pp | 31.71%+24.6pp |
| Employer contribution / active EE | $2,224 | $2,068+7.5% | $3,262-31.8% | $2,471-10.0% |
| Participant deferral / active EE | $3,243 | $2,938+10.4% | $3,963-18.2% | $3,740-13.3% |
| Admin fee / account holder | $1,041 | $3,976-73.8% | $5,611-81.4% | $5,306-80.4% |