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 7-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 | $141,674 | $72,071+96.6% | $68,368+107.2% | $137,256+3.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.07% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,950 | $2,788+5.8% | $2,649+11.4% | $4,156-29.0% |
| Participant deferral / active EE | $8,537 | $4,410+93.6% | $4,123+107.1% | $6,407+33.2% |
| Admin fee / account holder | $540 | $5,336-89.9% | $5,150-89.5% | $12,270-95.6% |