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 7-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 | $38,847 | $105,181-63.1% | $159,436-75.6% | $85,850-54.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.7pp | 69.3%-4.1pp |
| Annual return | 30.31% | 45.07%-14.8pp | 263.57%-233.3pp | 318.53%-288.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,490 | $5,945+93.3% | $7,352+56.3% | $3,952+190.8% |
| Admin fee / account holder | $2,876 | $6,933-58.5% | $10,799-73.4% | $6,260-54.1% |