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 | $76,482 | $226,064-66.2% | $182,532-58.1% | $152,861-50.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 17.37% | 192.51%-175.1pp | 148.54%-131.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,376 | $4,978-72.4% | $4,076-66.2% | $4,762-71.1% |
| Participant deferral / active EE | $2,765 | $6,368-56.6% | $5,524-50.0% | $5,850-52.7% |
| Admin fee / account holder | $444 | $10,703-95.9% | $8,592-94.8% | $11,596-96.2% |