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 | $85,076 | $101,317-16.0% | $146,958-42.1% | $74,495+14.2% |
| Participation rate | 43.9% | 75.5%-31.6pp | 82.2%-38.2pp | 67.2%-23.3pp |
| Annual return | 14.17% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,123 | $3,810-44.3% | $4,933-57.0% | $2,623-19.1% |
| Participant deferral / active EE | $5,471 | $7,303-25.1% | $8,070-32.2% | $4,346+25.9% |
| Admin fee / account holder | $3,602 | $1,739+107.1% | $12,998-72.3% | $1,942+85.5% |