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 | $116,997 | $70,756+65.4% | $65,493+78.6% | $142,382-17.8% |
| Participation rate | 45.5% | 77.4%-31.9pp | 73.1%-27.6pp | 80.1%-34.7pp |
| Annual return | 16.14% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,479 | $2,881-14.0% | $2,574-3.7% | $4,299-42.3% |
| Participant deferral / active EE | $6,661 | $4,637+43.6% | $3,961+68.2% | $6,507+2.4% |
| Admin fee / account holder | $1,059 | $6,559-83.9% | $5,028-78.9% | $12,624-91.6% |