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 | $49,185 | $49,922-1.5% | $80,569-39.0% | $75,163-34.6% |
| Participation rate | 54.2% | 55.3%-1.1pp | 67.0%-12.8pp | 67.2%-13.0pp |
| Annual return | 33.13% | 34.69%-1.6pp | 935.43%-902.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,364 | $1,698-19.7% | $2,723-49.9% | $2,670-48.9% |
| Participant deferral / active EE | $3,369 | $2,990+12.7% | $4,447-24.2% | $4,125-18.3% |
| Admin fee / account holder | $2,690 | $3,577-24.8% | $5,377-50.0% | $5,651-52.4% |