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 | $217,401 | $138,065+57.5% | $123,544+76.0% | $135,375+60.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -2.94% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,300 | $5,151-55.4% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $8,167 | $6,799+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $254,036 | $10,916+2227.2% | $9,284+2636.3% | $10,827+2246.3% |