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 | $235,994 | $108,172+118.2% | $77,482+204.6% | $158,922+48.5% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 35.07% | 31.67%+3.4pp | 54.79%-19.7pp | 302.83%-267.8pp |
| Employer contribution / active EE | $216 | $1,325-83.7% | $986-78.1% | $4,761-95.5% |
| Participant deferral / active EE | $267 | $2,456-89.1% | $1,861-85.6% | $5,982-95.5% |
| Admin fee / account holder | $1,400 | $3,708-62.2% | $2,858-51.0% | $11,246-87.6% |