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 | $42,958 | $209,832-79.5% | $189,513-77.3% | $167,490-74.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 24.36% | 748.27%-723.9pp | 555.15%-530.8pp | 478.56%-454.2pp |
| Employer contribution / active EE | $2,750 | $6,914-60.2% | $6,162-55.4% | $4,837-43.2% |
| Participant deferral / active EE | $8,670 | $8,935-3.0% | $8,221+5.5% | $6,341+36.7% |
| Admin fee / account holder | $786 | $14,293-94.5% | $12,045-93.5% | $12,309-93.6% |