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 | $155,115 | $150,187+3.3% | $120,354+28.9% | $145,922+6.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 9.20% | 154.07%-144.9pp | 107.15%-97.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,256 | $4,348-48.1% | $3,463-34.9% | $4,660-51.6% |
| Participant deferral / active EE | $5,056 | $6,173-18.1% | $4,991+1.3% | $6,688-24.4% |
| Admin fee / account holder | $1,538 | $12,207-87.4% | $9,423-83.7% | $13,397-88.5% |