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 | $114,892 | $58,208+97.4% | $81,812+40.4% | $80,856+42.1% |
| Participation rate | 52.6% | 63.4%-10.8pp | 72.3%-19.7pp | 67.6%-15.0pp |
| Annual return | 13.21% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,886 | $2,340+23.3% | $2,912-0.9% | $2,755+4.7% |
| Participant deferral / active EE | $7,441 | $3,281+126.8% | $4,319+72.3% | $4,296+73.2% |
| Admin fee / account holder | $1,177 | $4,981-76.4% | $7,386-84.1% | $6,918-83.0% |