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 | $63,325 | $100,852-37.2% | $90,404-30.0% | $158,922-60.2% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 8.88% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,572 | $3,689-57.4% | $3,262-51.8% | $4,761-67.0% |
| Participant deferral / active EE | $4,636 | $4,348+6.6% | $3,963+17.0% | $5,982-22.5% |
| Admin fee / account holder | $813 | $6,501-87.5% | $5,611-85.5% | $11,246-92.8% |