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 | $184,325 | $159,901+15.3% | $146,958+25.4% | $145,922+26.3% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 13.85% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,414 | $5,286-54.3% | $4,933-51.1% | $4,660-48.2% |
| Participant deferral / active EE | $10,333 | $8,428+22.6% | $8,070+28.0% | $6,688+54.5% |
| Admin fee / account holder | $7,198 | $15,044-52.2% | $12,998-44.6% | $13,397-46.3% |