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 | $24,252 | $115,770-79.1% | $101,248-76.0% | $158,922-84.7% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 20.44% | 56.14%-35.7pp | 46.47%-26.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,241 | $4,175-22.4% | $3,660-11.4% | $4,761-31.9% |
| Participant deferral / active EE | $4,878 | $4,957-1.6% | $4,370+11.6% | $5,982-18.5% |
| Admin fee / account holder | $3,879 | $7,245-46.5% | $5,945-34.8% | $11,246-65.5% |