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 | $238,163 | $111,754+113.1% | $103,333+130.5% | $145,922+63.2% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 13.87% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,051 | $4,212-51.3% | $3,868-47.0% | $4,660-56.0% |
| Participant deferral / active EE | $5,220 | $5,619-7.1% | $5,057+3.2% | $6,688-22.0% |
| Admin fee / account holder | $1,964 | $9,750-79.9% | $8,355-76.5% | $13,397-85.3% |