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 9-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 | $102,521 | $64,348+59.3% | $90,160+13.7% | $70,131+46.2% |
| Participation rate | 62.1% | 70.4%-8.4pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 363.83% | 28.13%+335.7pp | 34.88%+328.9pp | 73.14%+290.7pp |
| Employer contribution / active EE | $1,924 | $2,046-6.0% | $3,318-42.0% | $2,342-17.9% |
| Participant deferral / active EE | $2,572 | $4,389-41.4% | $5,288-51.4% | $3,332-22.8% |
| Admin fee / account holder | $2,443 | $3,944-38.0% | $5,943-58.9% | $4,645-47.4% |