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 | $200,849 | $74,888+168.2% | $71,209+182.1% | $142,382+41.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 13.11% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $777 | $2,854-72.8% | $2,721-71.4% | $4,299-81.9% |
| Participant deferral / active EE | $8,480 | $4,454+90.4% | $4,175+103.1% | $6,507+30.3% |
| Admin fee / account holder | $13,906 | $5,568+149.7% | $5,349+160.0% | $12,624+10.2% |