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 | $202,248 | $114,047+77.3% | $96,139+110.4% | $167,490+20.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 12.66% | 189.88%-177.2pp | 191.94%-179.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,919 | $3,427+14.4% | $2,797+40.1% | $4,837-19.0% |
| Participant deferral / active EE | $11,486 | $5,194+121.2% | $4,349+164.1% | $6,341+81.1% |
| Admin fee / account holder | $1,790 | $6,897-74.0% | $5,537-67.7% | $12,309-85.5% |