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 | $33,045 | $156,846-78.9% | $121,098-72.7% | $139,434-76.3% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 14.65% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $935 | $5,536-83.1% | $4,164-77.5% | $4,751-80.3% |
| Participant deferral / active EE | $5,082 | $4,844+4.9% | $4,080+24.6% | $6,710-24.3% |
| Admin fee / account holder | $310 | $6,946-95.5% | $5,644-94.5% | $11,403-97.3% |