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 | $127,017 | $108,172+17.4% | $77,482+63.9% | $158,922-20.1% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 12.99% | 31.67%-18.7pp | 54.79%-41.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,900 | $1,325+118.9% | $986+194.0% | $4,761-39.1% |
| Participant deferral / active EE | $7,385 | $2,456+200.7% | $1,861+296.8% | $5,982+23.5% |
| Admin fee / account holder | $9,626 | $3,708+159.6% | $2,858+236.8% | $11,246-14.4% |