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 | $54,942 | $176,056-68.8% | $159,436-65.5% | $167,490-67.2% |
| Participation rate | 45.0% | 84.9%-39.9pp | 82.8%-37.8pp | 82.1%-37.1pp |
| Annual return | 15.51% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,498 | $5,297-71.7% | $4,829-69.0% | $4,837-69.0% |
| Participant deferral / active EE | $3,654 | $7,750-52.8% | $7,352-50.3% | $6,341-42.4% |
| Admin fee / account holder | $305 | $12,554-97.6% | $10,799-97.2% | $12,309-97.5% |