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 | $226,803 | $183,963+23.3% | $162,163+39.9% | $152,861+48.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 19.94% | 150.76%-130.8pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,557 | $6,371-44.2% | $5,614-36.6% | $4,762-25.3% |
| Participant deferral / active EE | $8,424 | $8,034+4.9% | $7,298+15.4% | $5,850+44.0% |
| Admin fee / account holder | $706 | $13,121-94.6% | $10,843-93.5% | $11,596-93.9% |