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 | $206,212 | $169,032+22.0% | $129,207+59.6% | $145,922+41.3% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 9.00% | 14330.11%-14321.1pp | 9417.33%-9408.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $869 | $5,537-84.3% | $4,153-79.1% | $4,660-81.4% |
| Participant deferral / active EE | $5,996 | $4,987+20.2% | $4,168+43.9% | $6,688-10.3% |
| Admin fee / account holder | $1,672 | $9,954-83.2% | $7,715-78.3% | $13,397-87.5% |