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 | $87,091 | $70,606+23.3% | $53,898+61.6% | $142,382-38.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.76% | 619.81%-603.1pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $718 | $1,202-40.3% | $932-22.9% | $4,299-83.3% |
| Participant deferral / active EE | $7,751 | $2,364+227.9% | $1,826+324.4% | $6,507+19.1% |
| Admin fee / account holder | $328 | $2,852-88.5% | $2,491-86.8% | $12,624-97.4% |