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 | $181,334 | $149,040+21.7% | $120,225+50.8% | $137,256+32.1% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 22.58% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,565 | $4,350-18.0% | $3,475+2.6% | $4,156-14.2% |
| Participant deferral / active EE | $12,675 | $4,655+172.3% | $3,999+217.0% | $6,407+97.8% |
| Admin fee / account holder | $1,418 | $6,348-77.7% | $5,696-75.1% | $12,270-88.4% |