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 | $85,432 | $202,432-57.8% | $169,368-49.6% | $139,434-38.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 12.01% | 531.74%-519.7pp | 405.60%-393.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,333 | $4,692-29.0% | $4,013-16.9% | $4,751-29.8% |
| Participant deferral / active EE | $11,334 | $6,938+63.4% | $6,221+82.2% | $6,710+68.9% |
| Admin fee / account holder | $5,373 | $10,708-49.8% | $9,003-40.3% | $11,403-52.9% |