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 6-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 | $88,435 | $158,398-44.2% | $126,539-30.1% | $142,382-37.9% |
| Participation rate | 27.3% | 75.8%-48.5pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 19.74% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,251 | $4,650-73.1% | $3,674-66.0% | $4,299-70.9% |
| Participant deferral / active EE | $3,685 | $4,767-22.7% | $4,083-9.8% | $6,507-43.4% |
| Admin fee / account holder | $788 | $6,918-88.6% | $6,065-87.0% | $12,624-93.8% |