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 | $73,268 | $102,966-28.8% | $90,281-18.8% | $152,861-52.1% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 18.57% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,523 | $3,139+107.8% | $2,854+128.5% | $4,762+37.0% |
| Participant deferral / active EE | $1,078 | $4,281-74.8% | $3,885-72.3% | $5,850-81.6% |
| Admin fee / account holder | $8,525 | $6,171+38.2% | $5,351+59.3% | $11,596-26.5% |