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 | $69,041 | $99,921-30.9% | $85,009-18.8% | $145,959-52.7% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 17.50% | 83.89%-66.4pp | 66.47%-49.0pp | 561.95%-544.4pp |
| Employer contribution / active EE | $1,736 | $3,233-46.3% | $2,728-36.4% | $4,661-62.7% |
| Participant deferral / active EE | $4,454 | $5,293-15.8% | $4,522-1.5% | $6,689-33.4% |
| Admin fee / account holder | $384 | $7,252-94.7% | $6,153-93.8% | $13,398-97.1% |