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 | $34,496 | $102,317-66.3% | $146,958-76.5% | $80,856-57.3% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.2%-34.9pp | 67.6%-20.4pp |
| Annual return | 34.28% | 134.76%-100.5pp | 418.34%-384.1pp | 35.59%-1.3pp |
| Employer contribution / active EE | $3,642 | $3,713-1.9% | $4,933-26.2% | $2,755+32.2% |
| Participant deferral / active EE | $8,063 | $6,644+21.4% | $8,070-0.1% | $4,296+87.7% |
| Admin fee / account holder | $12,969 | $7,941+63.3% | $12,998-0.2% | $6,918+87.5% |