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 | $78,448 | $70,606+11.1% | $53,898+45.5% | $142,382-44.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 17.33% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $810 | $1,202-32.6% | $932-13.1% | $4,299-81.2% |
| Participant deferral / active EE | $2,580 | $2,364+9.1% | $1,826+41.3% | $6,507-60.4% |
| Admin fee / account holder | $4,398 | $2,852+54.2% | $2,491+76.6% | $12,624-65.2% |