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 | $173,146 | $133,922+29.3% | $116,228+49.0% | $142,382+21.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 15.61% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,102 | $3,446-39.0% | $2,994-29.8% | $4,299-51.1% |
| Participant deferral / active EE | $7,515 | $5,672+32.5% | $4,953+51.7% | $6,507+15.5% |
| Admin fee / account holder | $1,885 | $14,945-87.4% | $11,989-84.3% | $12,624-85.1% |