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 | $171,267 | $67,823+152.5% | $52,425+226.7% | $137,256+24.8% |
| Participation rate | 47.4% | 63.9%-16.5pp | 55.6%-8.3pp | 80.0%-32.6pp |
| Annual return | 16.70% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $731 | $1,163-37.1% | $914-20.0% | $4,156-82.4% |
| Participant deferral / active EE | $2,301 | $2,288+0.6% | $1,790+28.5% | $6,407-64.1% |
| Admin fee / account holder | $1,371 | $2,844-51.8% | $2,495-45.0% | $12,270-88.8% |