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 | $49,562 | $100,852-50.9% | $90,404-45.2% | $158,922-68.8% |
| Participation rate | 41.2% | 75.0%-33.8pp | 72.7%-31.5pp | 82.0%-40.8pp |
| Annual return | 30.68% | 1724.20%-1693.5pp | 1293.02%-1262.3pp | 302.83%-272.2pp |
| Employer contribution / active EE | $496 | $3,689-86.6% | $3,262-84.8% | $4,761-89.6% |
| Participant deferral / active EE | $3,351 | $4,348-22.9% | $3,963-15.4% | $5,982-44.0% |
| Admin fee / account holder | $510 | $6,501-92.1% | $5,611-90.9% | $11,246-95.5% |