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 | $140,313 | $104,907+33.7% | $84,611+65.8% | $152,861-8.2% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 23.67% | 373.79%-350.1pp | 258.74%-235.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,878 | $3,302-43.1% | $2,652-29.2% | $4,762-60.6% |
| Participant deferral / active EE | $6,064 | $4,688+29.4% | $3,899+55.5% | $5,850+3.7% |
| Admin fee / account holder | $481 | $6,241-92.3% | $4,912-90.2% | $11,596-95.9% |