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 8-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 | $125,351 | $126,574-1.0% | $106,213+18.0% | $145,922-14.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 35.01% | 224.79%-189.8pp | 116.14%-81.1pp | 561.29%-526.3pp |
| Employer contribution / active EE | $8,596 | $3,730+130.4% | $3,171+171.0% | $4,660+84.5% |
| Participant deferral / active EE | $11,866 | $5,724+107.3% | $5,016+136.6% | $6,688+77.4% |
| Admin fee / account holder | $526 | $17,304-97.0% | $11,033-95.2% | $13,397-96.1% |