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 | $139,279 | $117,841+18.2% | $102,423+36.0% | $145,922-4.6% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 9.91% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,600 | $3,615-28.1% | $3,023-14.0% | $4,660-44.2% |
| Participant deferral / active EE | $3,720 | $5,731-35.1% | $5,053-26.4% | $6,688-44.4% |
| Admin fee / account holder | $5,229 | $13,326-60.8% | $9,451-44.7% | $13,397-61.0% |