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 | $62,693 | $217,402-71.2% | $185,823-66.3% | $167,490-62.6% |
| Participation rate | 35.7% | 86.0%-50.3pp | 81.7%-46.0pp | 82.1%-46.4pp |
| Annual return | 11.86% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,661 | $5,873-71.7% | $5,167-67.8% | $4,837-65.7% |
| Participant deferral / active EE | $4,313 | $6,356-32.1% | $5,568-22.5% | $6,341-32.0% |
| Admin fee / account holder | $830 | $19,811-95.8% | $16,237-94.9% | $12,309-93.3% |