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 | $85,949 | $70,756+21.5% | $65,493+31.2% | $142,382-39.6% |
| Participation rate | 46.7% | 77.4%-30.7pp | 73.1%-26.4pp | 80.1%-33.5pp |
| Annual return | 14.32% | 1754.89%-1740.6pp | 982.45%-968.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,494 | $2,881-48.1% | $2,574-42.0% | $4,299-65.2% |
| Participant deferral / active EE | $5,387 | $4,637+16.2% | $3,961+36.0% | $6,507-17.2% |
| Admin fee / account holder | $1,608 | $6,559-75.5% | $5,028-68.0% | $12,624-87.3% |