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 7-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 | $133,548 | $109,982+21.4% | $97,226+37.4% | $145,922-8.5% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 12.72% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,554 | $3,084+15.2% | $2,729+30.2% | $4,660-23.7% |
| Participant deferral / active EE | $9,194 | $4,676+96.6% | $4,264+115.6% | $6,688+37.5% |
| Admin fee / account holder | $11,001 | $6,221+76.8% | $5,654+94.6% | $13,397-17.9% |