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 | $54,737 | $96,635-43.4% | $86,612-36.8% | $139,434-60.7% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 22.04% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,815 | $3,263-44.4% | $3,022-39.9% | $4,751-61.8% |
| Participant deferral / active EE | $2,269 | $4,836-53.1% | $4,438-48.9% | $6,710-66.2% |
| Admin fee / account holder | $364 | $6,408-94.3% | $5,614-93.5% | $11,403-96.8% |