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 6-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 | $184,049 | $210,648-12.6% | $177,989+3.4% | $145,922+26.1% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 15.83% | 385.86%-370.0pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,732 | $4,565-62.1% | $3,949-56.1% | $4,660-62.8% |
| Participant deferral / active EE | $7,923 | $6,958+13.9% | $6,276+26.2% | $6,688+18.5% |
| Admin fee / account holder | $736 | $12,013-93.9% | $10,363-92.9% | $13,397-94.5% |