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 | $157,696 | $156,846+0.5% | $121,098+30.2% | $139,434+13.1% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 19.27% | 1474.56%-1455.3pp | 985.75%-966.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,086 | $5,536-80.4% | $4,164-73.9% | $4,751-77.1% |
| Participant deferral / active EE | $7,495 | $4,844+54.7% | $4,080+83.7% | $6,710+11.7% |
| Admin fee / account holder | $1,157 | $6,946-83.3% | $5,644-79.5% | $11,403-89.9% |