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 | $86,960 | $72,400+20.1% | $67,502+28.8% | $145,922-40.4% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | 11.70% | 7182.46%-7170.8pp | 3512.12%-3500.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,023 | $3,069-66.7% | $2,731-62.5% | $4,660-78.0% |
| Participant deferral / active EE | $3,771 | $4,783-21.2% | $4,000-5.7% | $6,688-43.6% |
| Admin fee / account holder | $547 | $5,539-90.1% | $3,998-86.3% | $13,397-95.9% |