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 | $132,374 | $69,207+91.3% | $64,056+106.7% | $139,434-5.1% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 27.60% | 45.88%-18.3pp | 33.69%-6.1pp | 372.94%-345.3pp |
| Employer contribution / active EE | $392 | $3,182-87.7% | $2,747-85.7% | $4,751-91.7% |
| Participant deferral / active EE | $6,000 | $4,682+28.2% | $3,880+54.6% | $6,710-10.6% |
| Admin fee / account holder | $1,014 | $4,244-76.1% | $3,068-67.0% | $11,403-91.1% |