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 | $109,708 | $111,724-1.8% | $93,606+17.2% | $145,922-24.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.32% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,226 | $3,090-60.3% | $2,420-49.3% | $4,660-73.7% |
| Participant deferral / active EE | $8,307 | $4,912+69.1% | $4,411+88.3% | $6,688+24.2% |
| Admin fee / account holder | $1,202 | $10,250-88.3% | $8,285-85.5% | $13,397-91.0% |