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 | $111,649 | $158,398-29.5% | $126,539-11.8% | $142,382-21.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 21.57% | 593.76%-572.2pp | 425.95%-404.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,389 | $4,650-48.6% | $3,674-35.0% | $4,299-44.4% |
| Participant deferral / active EE | $3,936 | $4,767-17.4% | $4,083-3.6% | $6,507-39.5% |
| Admin fee / account holder | $429 | $6,918-93.8% | $6,065-92.9% | $12,624-96.6% |