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 | $133,871 | $111,724+19.8% | $93,606+43.0% | $145,922-8.3% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 14.12% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $905 | $3,090-70.7% | $2,420-62.6% | $4,660-80.6% |
| Participant deferral / active EE | $2,925 | $4,912-40.5% | $4,411-33.7% | $6,688-56.3% |
| Admin fee / account holder | $3,555 | $10,250-65.3% | $8,285-57.1% | $13,397-73.5% |