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 | $118,428 | $111,814+5.9% | $93,654+26.5% | $145,959-18.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 15.83% | 203.30%-187.5pp | 133.34%-117.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,721 | $3,092-44.3% | $2,421-28.9% | $4,661-63.1% |
| Participant deferral / active EE | $2,928 | $4,914-40.4% | $4,413-33.7% | $6,689-56.2% |
| Admin fee / account holder | $3,510 | $10,246-65.7% | $8,282-57.6% | $13,398-73.8% |