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 | $122,658 | $65,561+87.1% | $86,188+42.3% | $75,163+63.2% |
| Participation rate | 35.1% | 60.5%-25.4pp | 69.0%-33.8pp | 67.2%-32.1pp |
| Annual return | 14.82% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,795 | $3,024-40.6% | $3,985-54.9% | $4,125-56.5% |
| Admin fee / account holder | $29,073 | $5,474+431.1% | $6,852+324.3% | $5,651+414.5% |