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 8-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 | $64,557 | $176,056-63.3% | $159,436-59.5% | $167,490-61.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.60% | 331.75%-320.1pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,359 | $5,297-74.3% | $4,829-71.9% | $4,837-71.9% |
| Participant deferral / active EE | $5,965 | $7,750-23.0% | $7,352-18.9% | $6,341-5.9% |
| Admin fee / account holder | $767 | $12,554-93.9% | $10,799-92.9% | $12,309-93.8% |