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 | $67,259 | $126,574-46.9% | $106,213-36.7% | $145,922-53.9% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 11.84% | 224.79%-213.0pp | 116.14%-104.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,748 | $3,730-53.2% | $3,171-44.9% | $4,660-62.5% |
| Participant deferral / active EE | $2,829 | $5,724-50.6% | $5,016-43.6% | $6,688-57.7% |
| Admin fee / account holder | $819 | $17,304-95.3% | $11,033-92.6% | $13,397-93.9% |