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 | $169,243 | $96,635+75.1% | $86,612+95.4% | $139,434+21.4% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.0pp |
| Annual return | 10.98% | 106.41%-95.4pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $603 | $3,263-81.5% | $3,022-80.1% | $4,751-87.3% |
| Participant deferral / active EE | $1,675 | $4,836-65.4% | $4,438-62.3% | $6,710-75.0% |
| Admin fee / account holder | $830 | $6,408-87.0% | $5,614-85.2% | $11,403-92.7% |