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 | $51,809 | $217,402-76.2% | $185,823-72.1% | $167,490-69.1% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.2pp | 82.1%-36.7pp |
| Annual return | 11.12% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,644 | $5,873-72.0% | $5,167-68.2% | $4,837-66.0% |
| Participant deferral / active EE | $5,076 | $6,356-20.1% | $5,568-8.8% | $6,341-20.0% |
| Admin fee / account holder | $752 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |