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 | $208,234 | $176,056+18.3% | $159,436+30.6% | $167,490+24.3% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 25.36% | 331.75%-306.4pp | 263.57%-238.2pp | 478.56%-453.2pp |
| Employer contribution / active EE | $2,484 | $5,297-53.1% | $4,829-48.6% | $4,837-48.7% |
| Participant deferral / active EE | $3,466 | $7,750-55.3% | $7,352-52.9% | $6,341-45.3% |
| Admin fee / account holder | $2,000 | $12,554-84.1% | $10,799-81.5% | $12,309-83.8% |