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 9-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 | $163,249 | $133,922+21.9% | $116,228+40.5% | $142,382+14.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 15.26% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,782 | $3,446-19.3% | $2,994-7.1% | $4,299-35.3% |
| Participant deferral / active EE | $22,367 | $5,672+294.3% | $4,953+351.6% | $6,507+243.7% |
| Admin fee / account holder | $29,746 | $14,945+99.0% | $11,989+148.1% | $12,624+135.6% |