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 8-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 | $36,011 | $70,756-49.1% | $65,493-45.0% | $142,382-74.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 14.70% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,977 | $2,881+3.3% | $2,574+15.6% | $4,299-30.8% |
| Participant deferral / active EE | $6,265 | $4,637+35.1% | $3,961+58.2% | $6,507-3.7% |
| Admin fee / account holder | $8,200 | $6,559+25.0% | $5,028+63.1% | $12,624-35.0% |