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 | $107,056 | $70,606+51.6% | $53,898+98.6% | $142,382-24.8% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 20.46% | 619.81%-599.4pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,386 | $1,202+264.9% | $932+370.6% | $4,299+2.0% |
| Participant deferral / active EE | $3,497 | $2,364+47.9% | $1,826+91.5% | $6,507-46.3% |
| Admin fee / account holder | $2,328 | $2,852-18.4% | $2,491-6.5% | $12,624-81.6% |