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 | $78,189 | $180,449-56.7% | $154,107-49.3% | $135,375-42.2% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 2.96% | 888.09%-885.1pp | 735.12%-732.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,292 | $6,035-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $5,358 | $5,806-7.7% | $5,081+5.5% | $5,609-4.5% |
| Admin fee / account holder | $352 | $16,143-97.8% | $13,411-97.4% | $10,827-96.7% |