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 | $117,419 | $72,071+62.9% | $68,368+71.7% | $137,256-14.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 14.44% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $422 | $2,788-84.9% | $2,649-84.1% | $4,156-89.8% |
| Participant deferral / active EE | $1,043 | $4,410-76.3% | $4,123-74.7% | $6,407-83.7% |
| Admin fee / account holder | $4,701 | $5,336-11.9% | $5,150-8.7% | $12,270-61.7% |