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 9-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 | $112,342 | $56,114+100.2% | $96,139+16.9% | $85,850+30.9% |
| Participation rate | 55.6% | 56.7%-1.2pp | 68.4%-12.9pp | 69.3%-13.8pp |
| Annual return | 15.21% | 42.30%-27.1pp | 191.94%-176.7pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,121 | $1,620+30.9% | $2,797-24.2% | $2,565-17.3% |
| Participant deferral / active EE | $4,639 | $2,859+62.3% | $4,349+6.7% | $3,952+17.4% |
| Admin fee / account holder | $8,249 | $3,768+118.9% | $5,537+49.0% | $6,260+31.8% |