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 6-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 | $96,071 | $74,888+28.3% | $71,209+34.9% | $142,382-32.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 19.39% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,938 | $2,854+38.0% | $2,721+44.7% | $4,299-8.4% |
| Participant deferral / active EE | $9,874 | $4,454+121.7% | $4,175+136.5% | $6,507+51.7% |
| Admin fee / account holder | $856 | $5,568-84.6% | $5,349-84.0% | $12,624-93.2% |