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 8-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 | $20,761 | $45,566-54.4% | $64,105-67.6% | $59,632-65.2% |
| Participation rate | 69.2% | 60.2%+9.1pp | 68.2%+1.1pp | 68.7%+0.6pp |
| Annual return | 35.67% | 4.95%+30.7pp | 791.24%-755.6pp | 2041.28%-2005.6pp |
| Employer contribution / active EE | $955 | $934+2.3% | $1,820-47.5% | $2,203-56.6% |
| Participant deferral / active EE | $2,600 | $2,057+26.4% | $2,822-7.8% | $3,192-18.5% |
| Admin fee / account holder | $1,667 | $3,268-49.0% | $4,499-63.0% | $4,297-61.2% |