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 8-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 | $92,226 | $76,738+20.2% | $56,411+63.5% | $145,922-36.8% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 9.89% | 2994.23%-2984.3pp | 1701.33%-1691.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $385 | $1,380-72.1% | $1,039-62.9% | $4,660-91.7% |
| Participant deferral / active EE | $4,020 | $2,623+53.3% | $1,952+105.9% | $6,688-39.9% |
| Admin fee / account holder | $2,062 | $3,334-38.1% | $2,829-27.1% | $13,397-84.6% |