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 | $93,082 | $150,187-38.0% | $120,354-22.7% | $145,922-36.2% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 12.28% | 154.07%-141.8pp | 107.15%-94.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,015 | $4,348-53.6% | $3,463-41.8% | $4,660-56.7% |
| Participant deferral / active EE | $3,551 | $6,173-42.5% | $4,991-28.9% | $6,688-46.9% |
| Admin fee / account holder | $542 | $12,207-95.6% | $9,423-94.3% | $13,397-96.0% |