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 | $183,580 | $112,881+62.6% | $90,951+101.8% | $158,922+15.5% |
| Participation rate | 64.7% | 74.7%-10.0pp | 69.0%-4.3pp | 82.0%-17.3pp |
| Annual return | 20.52% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,507 | $2,893-13.4% | $2,122+18.1% | $4,761-47.3% |
| Participant deferral / active EE | $6,241 | $4,128+51.2% | $3,373+85.0% | $5,982+4.3% |
| Admin fee / account holder | $1,353 | $8,041-83.2% | $5,959-77.3% | $11,246-88.0% |