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 8-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 | $66,783 | $176,056-62.1% | $159,436-58.1% | $167,490-60.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 25.49% | 331.75%-306.3pp | 263.57%-238.1pp | 478.56%-453.1pp |
| Employer contribution / active EE | $1,269 | $5,297-76.0% | $4,829-73.7% | $4,837-73.8% |
| Participant deferral / active EE | $4,873 | $7,750-37.1% | $7,352-33.7% | $6,341-23.2% |
| Admin fee / account holder | $668 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |