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 | $24,731 | $73,515-66.4% | $62,995-60.7% | $147,584-83.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 12.87% | 175.43%-162.6pp | 87.57%-74.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $4,813 | $3,320+44.9% | $2,759+74.5% | $4,876-1.3% |
| Participant deferral / active EE | $4,457 | $4,185+6.5% | $3,329+33.9% | $5,439-18.0% |
| Admin fee / account holder | $2,847 | $5,953-52.2% | $3,600-20.9% | $10,885-73.8% |