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 | $189,385 | $70,756+167.7% | $65,493+189.2% | $142,382+33.0% |
| Participation rate | 27.3% | 77.4%-50.1pp | 73.1%-45.8pp | 80.1%-52.8pp |
| Annual return | 11.89% | 1754.89%-1743.0pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,082 | $2,881+7.0% | $2,574+19.7% | $4,299-28.3% |
| Participant deferral / active EE | $6,165 | $4,637+32.9% | $3,961+55.6% | $6,507-5.3% |
| Admin fee / account holder | $8,088 | $6,559+23.3% | $5,028+60.8% | $12,624-35.9% |