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 | $188,773 | $183,963+2.6% | $162,163+16.4% | $152,861+23.5% |
| Participation rate | 68.2% | 88.5%-20.3pp | 87.6%-19.4pp | 82.4%-14.3pp |
| Annual return | 17.39% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,570 | $8,034+6.7% | $7,298+17.4% | $5,850+46.5% |
| Admin fee / account holder | $30,639 | $13,121+133.5% | $10,843+182.6% | $11,596+164.2% |