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 | $34,768 | $76,738-54.7% | $56,411-38.4% | $145,922-76.2% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 10.39% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $449 | $1,380-67.4% | $1,039-56.7% | $4,660-90.4% |
| Participant deferral / active EE | $1,872 | $2,623-28.6% | $1,952-4.1% | $6,688-72.0% |
| Admin fee / account holder | $456 | $3,334-86.3% | $2,829-83.9% | $13,397-96.6% |