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 | $35,396 | $202,432-82.5% | $169,368-79.1% | $139,434-74.6% |
| Participation rate | 68.8% | 81.1%-12.3pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 17.72% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,665 | $6,938-3.9% | $6,221+7.1% | $6,710-0.7% |
| Admin fee / account holder | $2,645 | $10,708-75.3% | $9,003-70.6% | $11,403-76.8% |