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 | $204,288 | $155,788+31.1% | $124,672+63.9% | $167,490+22.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 17.65% | 17.97%-0.3pp | 5142.93%-5125.3pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,071 | $4,163-74.3% | $3,324-67.8% | $4,837-77.9% |
| Participant deferral / active EE | $3,161 | $5,673-44.3% | $4,614-31.5% | $6,341-50.1% |
| Admin fee / account holder | $547 | $9,531-94.3% | $7,493-92.7% | $12,309-95.6% |