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 | $177,303 | $100,773+75.9% | $88,946+99.3% | $142,382+24.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 21.80% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,328 | $2,918+14.1% | $2,555+30.3% | $4,299-22.6% |
| Participant deferral / active EE | $8,679 | $5,230+65.9% | $4,581+89.4% | $6,507+33.4% |
| Admin fee / account holder | $566 | $9,693-94.2% | $8,261-93.1% | $12,624-95.5% |