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 | $53,752 | $124,185-56.7% | $108,410-50.4% | $167,490-67.9% |
| Participation rate | 60.9% | 82.3%-21.4pp | 80.1%-19.3pp | 82.1%-21.2pp |
| Annual return | 13.58% | 1379.64%-1366.1pp | 905.27%-891.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,793 | $4,187-33.3% | $3,558-21.5% | $4,837-42.3% |
| Participant deferral / active EE | $6,824 | $6,908-1.2% | $6,563+4.0% | $6,341+7.6% |
| Admin fee / account holder | $3,117 | $9,455-67.0% | $7,295-57.3% | $12,309-74.7% |