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 | $82,088 | $150,187-45.3% | $120,354-31.8% | $145,922-43.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 10.54% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,692 | $4,348-61.1% | $3,463-51.1% | $4,660-63.7% |
| Participant deferral / active EE | $3,789 | $6,173-38.6% | $4,991-24.1% | $6,688-43.3% |
| Admin fee / account holder | $3,272 | $12,207-73.2% | $9,423-65.3% | $13,397-75.6% |