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 | $38,151 | $58,208-34.5% | $81,812-53.4% | $80,856-52.8% |
| Participation rate | 54.8% | 63.4%-8.6pp | 72.3%-17.5pp | 67.6%-12.8pp |
| Annual return | 16.30% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,821 | $2,340+63.3% | $2,912+31.2% | $2,755+38.7% |
| Participant deferral / active EE | $5,251 | $3,281+60.0% | $4,319+21.6% | $4,296+22.2% |
| Admin fee / account holder | $802 | $4,981-83.9% | $7,386-89.1% | $6,918-88.4% |