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 | $43,446 | $74,888-42.0% | $71,209-39.0% | $142,382-69.5% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.1%-17.0pp |
| Annual return | 13.80% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,049 | $2,854-28.2% | $2,721-24.7% | $4,299-52.3% |
| Participant deferral / active EE | $3,645 | $4,454-18.2% | $4,175-12.7% | $6,507-44.0% |
| Admin fee / account holder | $12,808 | $5,568+130.0% | $5,349+139.5% | $12,624+1.5% |