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 | $37,798 | $210,648-82.1% | $177,989-78.8% | $145,922-74.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.44% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $705 | $4,565-84.5% | $3,949-82.1% | $4,660-84.9% |
| Participant deferral / active EE | $1,604 | $6,958-77.0% | $6,276-74.4% | $6,688-76.0% |
| Admin fee / account holder | $354 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |