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 | $25,677 | $74,888-65.7% | $71,209-63.9% | $142,382-82.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 25.94% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $456 | $2,854-84.0% | $2,721-83.2% | $4,299-89.4% |
| Participant deferral / active EE | $2,934 | $4,454-34.1% | $4,175-29.7% | $6,507-54.9% |
| Admin fee / account holder | $609 | $5,568-89.1% | $5,349-88.6% | $12,624-95.2% |