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 | $61,496 | $169,161-63.6% | $129,295-52.4% | $145,959-57.9% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 11.56% | 14348.07%-14336.5pp | 9429.28%-9417.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,689 | $5,543-69.5% | $4,157-59.4% | $4,661-63.8% |
| Participant deferral / active EE | $4,197 | $4,989-15.9% | $4,169+0.7% | $6,689-37.3% |
| Admin fee / account holder | $4,091 | $9,878-58.6% | $7,665-46.6% | $13,398-69.5% |