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 | $147,245 | $74,888+96.6% | $71,209+106.8% | $142,382+3.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 16.41% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,421 | $2,854-50.2% | $2,721-47.8% | $4,299-66.9% |
| Participant deferral / active EE | $9,348 | $4,454+109.9% | $4,175+123.9% | $6,507+43.7% |
| Admin fee / account holder | $2,493 | $5,568-55.2% | $5,349-53.4% | $12,624-80.2% |