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 | $105,364 | $49,922+111.1% | $80,569+30.8% | $75,163+40.2% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 18.79% | 34.69%-15.9pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,023 | $1,698+19.1% | $2,723-25.7% | $2,670-24.2% |
| Participant deferral / active EE | $3,700 | $2,990+23.7% | $4,447-16.8% | $4,125-10.3% |
| Admin fee / account holder | $1,743 | $3,577-51.3% | $5,377-67.6% | $5,651-69.2% |