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 7-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 | $116,679 | $100,773+15.8% | $88,946+31.2% | $142,382-18.1% |
| Participation rate | 61.1% | 74.3%-13.2pp | 68.8%-7.7pp | 80.1%-19.0pp |
| Annual return | 13.44% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,013 | $2,918+3.3% | $2,555+17.9% | $4,299-29.9% |
| Participant deferral / active EE | $7,792 | $5,230+49.0% | $4,581+70.1% | $6,507+19.7% |
| Admin fee / account holder | $4,574 | $9,693-52.8% | $8,261-44.6% | $12,624-63.8% |