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 8-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 | $85,466 | $30,400+181.1% | $53,898+58.6% | $84,808+0.8% |
| Participation rate | 32.5% | 46.4%-13.9pp | 55.0%-22.5pp | 68.3%-35.8pp |
| Annual return | 17.82% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $699 | $603+15.9% | $932-25.1% | $2,631-73.4% |
| Participant deferral / active EE | $2,106 | $1,199+75.7% | $1,826+15.3% | $4,212-50.0% |
| Admin fee / account holder | $2,109 | $1,993+5.8% | $2,491-15.3% | $7,344-71.3% |