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 | $205,279 | $209,411-2.0% | $178,490+15.0% | $158,922+29.2% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 15.52% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,167 | $5,706-62.0% | $5,011-56.8% | $4,761-54.5% |
| Participant deferral / active EE | $6,141 | $5,954+3.1% | $5,202+18.1% | $5,982+2.7% |
| Admin fee / account holder | $5,794 | $17,074-66.1% | $13,984-58.6% | $11,246-48.5% |