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 | $81,454 | $202,432-59.8% | $169,368-51.9% | $139,434-41.6% |
| Participation rate | 41.2% | 81.1%-39.9pp | 77.1%-36.0pp | 80.3%-39.1pp |
| Annual return | 16.13% | 531.74%-515.6pp | 405.60%-389.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,540 | $4,692-67.2% | $4,013-61.6% | $4,751-67.6% |
| Participant deferral / active EE | $3,493 | $6,938-49.7% | $6,221-43.9% | $6,710-47.9% |
| Admin fee / account holder | $4,795 | $10,708-55.2% | $9,003-46.7% | $11,403-57.9% |