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 | $98,369 | $175,202-43.9% | $149,673-34.3% | $139,434-29.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 20.86% | 166.71%-145.8pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $7,359 | $5,474+34.4% | $4,818+52.8% | $4,751+54.9% |
| Participant deferral / active EE | $6,903 | $6,519+5.9% | $5,680+21.5% | $6,710+2.9% |
| Admin fee / account holder | $813 | $16,150-95.0% | $13,210-93.8% | $11,403-92.9% |