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 | $28,476 | $114,047-75.0% | $96,139-70.4% | $167,490-83.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 12.76% | 189.88%-177.1pp | 191.94%-179.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,169 | $3,427-65.9% | $2,797-58.2% | $4,837-75.8% |
| Participant deferral / active EE | $2,907 | $5,194-44.0% | $4,349-33.2% | $6,341-54.2% |
| Admin fee / account holder | $698 | $6,897-89.9% | $5,537-87.4% | $12,309-94.3% |