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 | $50,711 | $102,317-50.4% | $146,958-65.5% | $80,856-37.3% |
| Participation rate | 66.0% | 75.8%-9.9pp | 82.2%-16.2pp | 67.6%-1.7pp |
| Annual return | 37.23% | 134.76%-97.5pp | 418.34%-381.1pp | 35.59%+1.6pp |
| Employer contribution / active EE | $2,203 | $3,713-40.7% | $4,933-55.3% | $2,755-20.0% |
| Participant deferral / active EE | $6,579 | $6,644-1.0% | $8,070-18.5% | $4,296+53.1% |
| Admin fee / account holder | $3,611 | $7,941-54.5% | $12,998-72.2% | $6,918-47.8% |