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 | $132,000 | $140,940-6.3% | $112,229+17.6% | $139,434-5.3% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.20% | 32.71%-18.5pp | 30.20%-16.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,239 | $4,283-47.7% | $3,430-34.7% | $4,751-52.9% |
| Participant deferral / active EE | $4,990 | $5,874-15.1% | $4,798+4.0% | $6,710-25.6% |
| Admin fee / account holder | $15,990 | $9,954+60.6% | $7,748+106.4% | $11,403+40.2% |