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 | $235,307 | $30,400+674.0% | $53,898+336.6% | $84,808+177.5% |
| Participation rate | 16.0% | 46.4%-30.4pp | 55.0%-39.0pp | 68.3%-52.3pp |
| Annual return | 31.08% | 500.19%-469.1pp | 528.60%-497.5pp | 40.90%-9.8pp |
| Employer contribution / active EE | $661 | $603+9.7% | $932-29.1% | $2,631-74.9% |
| Participant deferral / active EE | $2,735 | $1,199+128.2% | $1,826+49.8% | $4,212-35.1% |
| Admin fee / account holder | $1,205 | $1,993-39.5% | $2,491-51.6% | $7,344-83.6% |