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 | $28,051 | $185,200-84.9% | $142,863-80.4% | $167,490-83.3% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 10.03% | 8555.70%-8545.7pp | 5637.54%-5627.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $974 | $5,604-82.6% | $4,144-76.5% | $4,837-79.9% |
| Participant deferral / active EE | $1,178 | $4,494-73.8% | $3,837-69.3% | $6,341-81.4% |
| Admin fee / account holder | $678 | $8,031-91.6% | $6,560-89.7% | $12,309-94.5% |