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 | $130,181 | $67,823+91.9% | $52,425+148.3% | $137,256-5.2% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | 11.47% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,303 | $1,163+12.0% | $914+42.5% | $4,156-68.7% |
| Participant deferral / active EE | $2,299 | $2,288+0.5% | $1,790+28.4% | $6,407-64.1% |
| Admin fee / account holder | $649 | $2,844-77.2% | $2,495-74.0% | $12,270-94.7% |