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 | $126,390 | $95,561+32.3% | $77,163+63.8% | $139,434-9.4% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 22.02% | 54.92%-32.9pp | 37.87%-15.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $725 | $3,147-77.0% | $2,535-71.4% | $4,751-84.7% |
| Participant deferral / active EE | $5,481 | $4,624+18.5% | $3,833+43.0% | $6,710-18.3% |
| Admin fee / account holder | $31,939 | $8,295+285.0% | $5,472+483.7% | $11,403+180.1% |