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 | $117,705 | $112,096+5.0% | $95,952+22.7% | $158,922-25.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 123.40% | 171.09%-47.7pp | 91.61%+31.8pp | 302.83%-179.4pp |
| Employer contribution / active EE | $3,600 | $3,198+12.6% | $2,541+41.7% | $4,761-24.4% |
| Participant deferral / active EE | $8,475 | $4,784+77.2% | $4,167+103.4% | $5,982+41.7% |
| Admin fee / account holder | $303 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |