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 | $45,608 | $100,852-54.8% | $90,404-49.6% | $158,922-71.3% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.7%-41.1pp | 82.0%-50.4pp |
| Annual return | 21.10% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $812 | $3,689-78.0% | $3,262-75.1% | $4,761-82.9% |
| Participant deferral / active EE | $4,120 | $4,348-5.2% | $3,963+3.9% | $5,982-31.1% |
| Admin fee / account holder | $2,500 | $6,501-61.5% | $5,611-55.4% | $11,246-77.8% |