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 | $120,060 | $169,032-29.0% | $129,207-7.1% | $145,922-17.7% |
| Participation rate | 69.2% | 76.4%-7.2pp | 69.6%-0.4pp | 80.3%-11.0pp |
| Annual return | 10.58% | 14330.11%-14319.5pp | 9417.33%-9406.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,124 | $5,537-79.7% | $4,153-72.9% | $4,660-75.9% |
| Participant deferral / active EE | $9,865 | $4,987+97.8% | $4,168+136.7% | $6,688+47.5% |
| Admin fee / account holder | $33,449 | $9,954+236.0% | $7,715+333.6% | $13,397+149.7% |