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 | $91,524 | $74,888+22.2% | $71,209+28.5% | $142,382-35.7% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 19.19% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,313 | $2,854-54.0% | $2,721-51.7% | $4,299-69.4% |
| Participant deferral / active EE | $6,821 | $4,454+53.1% | $4,175+63.4% | $6,507+4.8% |
| Admin fee / account holder | $531 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |