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 | $64,205 | $100,852-36.3% | $90,404-29.0% | $158,922-59.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 23.16% | 1724.20%-1701.0pp | 1293.02%-1269.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $774 | $3,689-79.0% | $3,262-76.3% | $4,761-83.7% |
| Participant deferral / active EE | $4,693 | $4,348+7.9% | $3,963+18.4% | $5,982-21.5% |
| Admin fee / account holder | $2,065 | $6,501-68.2% | $5,611-63.2% | $11,246-81.6% |