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 | $57,423 | $114,047-49.6% | $96,139-40.3% | $167,490-65.7% |
| Participation rate | 56.5% | 75.1%-18.5pp | 68.4%-11.9pp | 82.1%-25.6pp |
| Annual return | 11.88% | 189.88%-178.0pp | 191.94%-180.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,524 | $3,427-55.5% | $2,797-45.5% | $4,837-68.5% |
| Participant deferral / active EE | $3,957 | $5,194-23.8% | $4,349-9.0% | $6,341-37.6% |
| Admin fee / account holder | $4,123 | $6,897-40.2% | $5,537-25.5% | $12,309-66.5% |