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 | $143,517 | $74,888+91.6% | $71,209+101.5% | $142,382+0.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 13.40% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,767 | $2,854-38.1% | $2,721-35.1% | $4,299-58.9% |
| Participant deferral / active EE | $9,409 | $4,454+111.2% | $4,175+125.4% | $6,507+44.6% |
| Admin fee / account holder | $9,700 | $5,568+74.2% | $5,349+81.3% | $12,624-23.2% |