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 | $70,831 | $56,199+26.0% | $67,652+4.7% | $59,632+18.8% |
| Participation rate | 30.9% | 71.5%-40.6pp | 75.7%-44.8pp | 68.7%-37.8pp |
| Annual return | 1.77% | 18505.31%-18503.5pp | 6625.04%-6623.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,689 | $2,844-5.4% | $3,560-24.5% | $3,192-15.7% |
| Admin fee / account holder | $3,396 | $3,958-14.2% | $4,821-29.5% | $4,297-21.0% |