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 | $38,449 | $88,751-56.7% | $81,812-53.0% | $145,922-73.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.88% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,792 | $3,083-41.9% | $2,912-38.5% | $4,660-61.5% |
| Participant deferral / active EE | $5,004 | $4,643+7.8% | $4,319+15.9% | $6,688-25.2% |
| Admin fee / account holder | $3,837 | $8,415-54.4% | $7,386-48.1% | $13,397-71.4% |