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 | $119,300 | $202,318-41.0% | $172,739-30.9% | $152,861-22.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,919 | $5,856-33.1% | $5,143-23.8% | $4,762-17.7% |
| Participant deferral / active EE | $8,093 | $5,948+36.1% | $5,198+55.7% | $5,850+38.3% |
| Admin fee / account holder | $2,000 | $17,109-88.3% | $13,954-85.7% | $11,596-82.8% |