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 | $31,919 | $49,173-35.1% | $121,098-73.6% | $75,163-57.5% |
| Participation rate | 53.8% | 55.4%-1.5pp | 69.5%-15.6pp | 67.2%-13.3pp |
| Annual return | 29.90% | 55.99%-26.1pp | 985.75%-955.9pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,331 | $1,546-13.9% | $4,164-68.0% | $2,670-50.1% |
| Participant deferral / active EE | $2,811 | $2,628+7.0% | $4,080-31.1% | $4,125-31.9% |
| Admin fee / account holder | $2,521 | $3,942-36.1% | $5,644-55.3% | $5,651-55.4% |