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 7-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 | $28,902 | $96,305-70.0% | $80,569-64.1% | $139,434-79.3% |
| Participation rate | 69.6% | 73.6%-4.1pp | 67.0%+2.6pp | 80.3%-10.8pp |
| Annual return | 15.11% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,915 | $3,262-41.3% | $2,723-29.7% | $4,751-59.7% |
| Participant deferral / active EE | $2,534 | $5,232-51.6% | $4,447-43.0% | $6,710-62.2% |
| Admin fee / account holder | $1,938 | $6,599-70.6% | $5,377-64.0% | $11,403-83.0% |