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 7-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 | $60,127 | $77,145-22.1% | $108,410-44.5% | $85,850-30.0% |
| Participation rate | 57.1% | 74.7%-17.5pp | 80.1%-23.0pp | 69.3%-12.2pp |
| Annual return | 338.52% | 44.54%+294.0pp | 905.27%-566.8pp | 318.53%+20.0pp |
| Employer contribution / active EE | $2,938 | $2,379+23.5% | $3,558-17.4% | $2,565+14.5% |
| Participant deferral / active EE | $9,249 | $5,566+66.2% | $6,563+40.9% | $3,952+134.0% |
| Admin fee / account holder | $2,888 | $5,172-44.2% | $7,295-60.4% | $6,260-53.9% |