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 | $114,922 | $70,606+62.8% | $53,898+113.2% | $142,382-19.3% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 15.85% | 619.81%-604.0pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $983 | $1,202-18.2% | $932+5.4% | $4,299-77.1% |
| Participant deferral / active EE | $5,616 | $2,364+137.6% | $1,826+207.5% | $6,507-13.7% |
| Admin fee / account holder | $618 | $2,852-78.3% | $2,491-75.2% | $12,624-95.1% |