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 | $192,475 | $114,381+68.3% | $107,525+79.0% | $142,382+35.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 48.68% | 242.71%-194.0pp | 181.32%-132.6pp | 217.08%-168.4pp |
| Employer contribution / active EE | $3,457 | $4,015-13.9% | $3,754-7.9% | $4,299-19.6% |
| Participant deferral / active EE | $13,323 | $5,564+139.4% | $5,116+160.4% | $6,507+104.7% |
| Admin fee / account holder | $432 | $9,860-95.6% | $8,919-95.2% | $12,624-96.6% |