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 | $178,210 | $180,449-1.2% | $154,107+15.6% | $135,375+31.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 4.63% | 888.09%-883.5pp | 735.12%-730.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $1,587 | $6,035-73.7% | $5,298-70.0% | $4,779-66.8% |
| Participant deferral / active EE | $5,550 | $5,806-4.4% | $5,081+9.2% | $5,609-1.0% |
| Admin fee / account holder | $5,705 | $16,143-64.7% | $13,411-57.5% | $10,827-47.3% |