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 | $111,604 | $95,561+16.8% | $77,163+44.6% | $139,434-20.0% |
| Participation rate | 41.7% | 73.9%-32.3pp | 69.6%-27.9pp | 80.3%-38.7pp |
| Annual return | 19.57% | 54.92%-35.4pp | 37.87%-18.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,767 | $3,147-12.1% | $2,535+9.1% | $4,751-41.8% |
| Participant deferral / active EE | $6,961 | $4,624+50.6% | $3,833+81.6% | $6,710+3.7% |
| Admin fee / account holder | $1,002 | $8,295-87.9% | $5,472-81.7% | $11,403-91.2% |