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 | $227,628 | $165,984+37.1% | $164,813+38.1% | $145,922+56.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 22.41% | 100.03%-77.6pp | 69.93%-47.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,327 | $5,273-55.9% | $4,341-46.4% | $4,660-50.1% |
| Participant deferral / active EE | $9,906 | $6,959+42.3% | $6,031+64.2% | $6,688+48.1% |
| Admin fee / account holder | $3,706 | $16,648-77.7% | $12,690-70.8% | $13,397-72.3% |