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 | $24,623 | $65,409-62.4% | $98,442-75.0% | $85,850-71.3% |
| Participation rate | 62.2% | 65.0%-2.8pp | 73.3%-11.2pp | 69.3%-7.2pp |
| Annual return | 16.09% | 21.76%-5.7pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,246 | $2,168+95.9% | $2,960+43.5% | $2,565+65.5% |
| Participant deferral / active EE | $1,407 | $3,166-55.6% | $4,276-67.1% | $3,952-64.4% |
| Admin fee / account holder | $733 | $4,593-84.0% | $5,949-87.7% | $6,260-88.3% |