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 | $146,306 | $85,202+71.7% | $172,739-15.3% | $72,985+100.5% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 26.39% | 27.32%-0.9pp | 802.84%-776.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,994 | $3,324-9.9% | $5,143-41.8% | $2,440+22.7% |
| Participant deferral / active EE | $5,320 | $3,260+63.2% | $5,198+2.4% | $3,607+47.5% |
| Admin fee / account holder | $828 | $5,884-85.9% | $13,954-94.1% | $5,124-83.9% |