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 | $94,175 | $70,606+33.4% | $53,898+74.7% | $142,382-33.9% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 15.31% | 619.81%-604.5pp | 528.60%-513.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,602 | $1,202+33.2% | $932+71.8% | $4,299-62.7% |
| Participant deferral / active EE | $3,890 | $2,364+64.5% | $1,826+113.0% | $6,507-40.2% |
| Admin fee / account holder | $438 | $2,852-84.7% | $2,491-82.4% | $12,624-96.5% |