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 | $58,528 | $70,606-17.1% | $53,898+8.6% | $142,382-58.9% |
| Participation rate | 45.5% | 63.7%-18.3pp | 55.0%-9.5pp | 80.1%-34.7pp |
| Annual return | 16.99% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,286 | $1,202+6.9% | $932+37.9% | $4,299-70.1% |
| Participant deferral / active EE | $3,943 | $2,364+66.8% | $1,826+115.9% | $6,507-39.4% |
| Admin fee / account holder | $2,662 | $2,852-6.7% | $2,491+6.9% | $12,624-78.9% |