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 | $83,439 | $105,181-20.7% | $159,436-47.7% | $85,850-2.8% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.8%-27.9pp | 69.3%-14.4pp |
| Annual return | 13.39% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,366 | $3,318-58.8% | $4,829-71.7% | $2,565-46.8% |
| Participant deferral / active EE | $2,881 | $5,945-51.5% | $7,352-60.8% | $3,952-27.1% |
| Admin fee / account holder | $363 | $6,933-94.8% | $10,799-96.6% | $6,260-94.2% |