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 | $125,046 | $162,781-23.2% | $133,956-6.7% | $158,922-21.3% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 25.36% | 41.94%-16.6pp | 45.09%-19.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,991 | $4,975-19.8% | $3,919+1.9% | $4,761-16.2% |
| Participant deferral / active EE | $6,500 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $430 | $11,736-96.3% | $8,927-95.2% | $11,246-96.2% |