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 6-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 | $137,661 | $70,606+95.0% | $53,898+155.4% | $142,382-3.3% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | 19.34% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $617 | $1,202-48.7% | $932-33.8% | $4,299-85.7% |
| Participant deferral / active EE | $4,929 | $2,364+108.5% | $1,826+169.9% | $6,507-24.3% |
| Admin fee / account holder | $3,932 | $2,852+37.9% | $2,491+57.9% | $12,624-68.9% |