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 7-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 | $164,091 | $133,922+22.5% | $116,228+41.2% | $142,382+15.2% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 13.07% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,075 | $3,446-68.8% | $2,994-64.1% | $4,299-75.0% |
| Participant deferral / active EE | $7,473 | $5,672+31.7% | $4,953+50.9% | $6,507+14.8% |
| Admin fee / account holder | $8,737 | $14,945-41.5% | $11,989-27.1% | $12,624-30.8% |