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 | $44,286 | $180,749-75.5% | $160,784-72.5% | $137,256-67.7% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 17.78% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,525 | $4,155-39.2% | $3,733-32.3% | $4,156-39.2% |
| Participant deferral / active EE | $2,805 | $6,844-59.0% | $6,293-55.4% | $6,407-56.2% |
| Admin fee / account holder | $1,274 | $10,397-87.7% | $9,717-86.9% | $12,270-89.6% |