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 | $28,658 | $68,097-57.9% | $62,929-54.5% | $137,256-79.1% |
| Participation rate | 68.2% | 77.4%-9.3pp | 73.1%-4.9pp | 80.0%-11.8pp |
| Annual return | 26.97% | 1859.11%-1832.1pp | 1063.93%-1037.0pp | 220.34%-193.4pp |
| Employer contribution / active EE | $847 | $2,811-69.9% | $2,505-66.2% | $4,156-79.6% |
| Participant deferral / active EE | $3,604 | $4,553-20.8% | $3,888-7.3% | $6,407-43.7% |
| Admin fee / account holder | $645 | $6,521-90.1% | $5,065-87.3% | $12,270-94.7% |