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 | $215,535 | $165,984+29.9% | $164,813+30.8% | $145,922+47.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.26% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,878 | $5,273-64.4% | $4,341-56.7% | $4,660-59.7% |
| Participant deferral / active EE | $3,662 | $6,959-47.4% | $6,031-39.3% | $6,688-45.2% |
| Admin fee / account holder | $577 | $16,648-96.5% | $12,690-95.5% | $13,397-95.7% |