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 9-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 | $137,876 | $90,348+52.6% | $75,972+81.5% | $145,922-5.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.75% | 620.88%-611.1pp | 359.55%-349.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,481 | $3,311-25.1% | $2,685-7.6% | $4,660-46.8% |
| Participant deferral / active EE | $8,042 | $5,162+55.8% | $4,255+89.0% | $6,688+20.3% |
| Admin fee / account holder | $1,367 | $8,467-83.9% | $6,467-78.9% | $13,397-89.8% |