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 | $168,275 | $105,181+60.0% | $159,436+5.5% | $85,850+96.0% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 17.49% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,413 | $3,318-57.4% | $4,829-70.7% | $2,565-44.9% |
| Participant deferral / active EE | $3,344 | $5,945-43.7% | $7,352-54.5% | $3,952-15.4% |
| Admin fee / account holder | $2,528 | $6,933-63.5% | $10,799-76.6% | $6,260-59.6% |