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 | $79,684 | $180,749-55.9% | $160,784-50.4% | $137,256-41.9% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 14.52% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,292 | $4,155-68.9% | $3,733-65.4% | $4,156-68.9% |
| Participant deferral / active EE | $4,016 | $6,844-41.3% | $6,293-36.2% | $6,407-37.3% |
| Admin fee / account holder | $1,193 | $10,397-88.5% | $9,717-87.7% | $12,270-90.3% |