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 | $74,870 | $67,823+10.4% | $52,425+42.8% | $137,256-45.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 17.21% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,231 | $1,163+91.8% | $914+144.0% | $4,156-46.3% |
| Participant deferral / active EE | $7,092 | $2,288+210.0% | $1,790+296.1% | $6,407+10.7% |
| Admin fee / account holder | $3,855 | $2,844+35.5% | $2,495+54.5% | $12,270-68.6% |