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 | $201,380 | $140,940+42.9% | $112,229+79.4% | $139,434+44.4% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.18% | 32.71%-14.5pp | 30.20%-12.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $13,061 | $4,283+204.9% | $3,430+280.7% | $4,751+174.9% |
| Participant deferral / active EE | $9,367 | $5,874+59.5% | $4,798+95.2% | $6,710+39.6% |
| Admin fee / account holder | $23,707 | $9,954+138.2% | $7,748+206.0% | $11,403+107.9% |