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 8-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 | $147,535 | $133,922+10.2% | $116,228+26.9% | $142,382+3.6% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.6%-22.2pp | 80.1%-27.7pp |
| Annual return | 16.27% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,613 | $3,446-53.2% | $2,994-46.1% | $4,299-62.5% |
| Participant deferral / active EE | $5,377 | $5,672-5.2% | $4,953+8.6% | $6,507-17.4% |
| Admin fee / account holder | $6,965 | $14,945-53.4% | $11,989-41.9% | $12,624-44.8% |