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 6-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 | $116,579 | $111,814+4.3% | $93,654+24.5% | $145,959-20.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 10.79% | 203.30%-192.5pp | 133.34%-122.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,465 | $3,092-52.6% | $2,421-39.5% | $4,661-68.6% |
| Participant deferral / active EE | $12,154 | $4,914+147.3% | $4,413+175.4% | $6,689+81.7% |
| Admin fee / account holder | $660 | $10,246-93.6% | $8,282-92.0% | $13,398-95.1% |