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 7-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 | $165,380 | $74,888+120.8% | $71,209+132.2% | $142,382+16.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 13.14% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,627 | $2,854-43.0% | $2,721-40.2% | $4,299-62.2% |
| Participant deferral / active EE | $4,133 | $4,454-7.2% | $4,175-1.0% | $6,507-36.5% |
| Admin fee / account holder | $27,176 | $5,568+388.1% | $5,349+408.1% | $12,624+115.3% |