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 | $119,850 | $115,770+3.5% | $101,248+18.4% | $158,922-24.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.39% | 56.14%-41.7pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,397 | $4,175-42.6% | $3,660-34.5% | $4,761-49.7% |
| Participant deferral / active EE | $6,963 | $4,957+40.5% | $4,370+59.3% | $5,982+16.4% |
| Admin fee / account holder | $2,878 | $7,245-60.3% | $5,945-51.6% | $11,246-74.4% |