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 | $60,897 | $49,173+23.8% | $121,098-49.7% | $75,163-19.0% |
| Participation rate | 61.8% | 55.4%+6.4pp | 69.5%-7.7pp | 67.2%-5.4pp |
| Annual return | 17.94% | 55.99%-38.0pp | 985.75%-967.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,513 | $1,546+127.3% | $4,164-15.6% | $2,670+31.6% |
| Participant deferral / active EE | $5,927 | $2,628+125.6% | $4,080+45.3% | $4,125+43.7% |
| Admin fee / account holder | $8,417 | $3,942+113.5% | $5,644+49.1% | $5,651+48.9% |