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 | $95,954 | $169,032-43.2% | $129,207-25.7% | $145,922-34.2% |
| Participation rate | 9.5% | 76.4%-66.9pp | 69.6%-60.1pp | 80.3%-70.8pp |
| Annual return | 12.79% | 14330.11%-14317.3pp | 9417.33%-9404.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $809 | $4,987-83.8% | $4,168-80.6% | $6,688-87.9% |
| Admin fee / account holder | $1,015 | $9,954-89.8% | $7,715-86.8% | $13,397-92.4% |