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 | $218,443 | $115,770+88.7% | $101,248+115.7% | $158,922+37.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.57% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,008 | $4,175-51.9% | $3,660-45.1% | $4,761-57.8% |
| Participant deferral / active EE | $17,030 | $4,957+243.5% | $4,370+289.7% | $5,982+184.7% |
| Admin fee / account holder | $827 | $7,245-88.6% | $5,945-86.1% | $11,246-92.6% |