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 9-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 | $134,050 | $96,635+38.7% | $86,612+54.8% | $139,434-3.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.75% | 106.41%-93.7pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,564 | $3,263-21.4% | $3,022-15.2% | $4,751-46.0% |
| Participant deferral / active EE | $7,495 | $4,836+55.0% | $4,438+68.9% | $6,710+11.7% |
| Admin fee / account holder | $1,345 | $6,408-79.0% | $5,614-76.0% | $11,403-88.2% |