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 | $70,606+142.6% | $53,898+217.8% | $142,382+20.3% |
| Participation rate | 47.4% | 63.7%-16.3pp | 55.0%-7.6pp | 80.1%-32.8pp |
| Annual return | 16.70% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $731 | $1,202-39.2% | $932-21.6% | $4,299-83.0% |
| Participant deferral / active EE | $2,301 | $2,364-2.7% | $1,826+26.0% | $6,507-64.6% |
| Admin fee / account holder | $1,371 | $2,852-51.9% | $2,491-45.0% | $12,624-89.1% |