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 | $41,433 | $29,667+39.7% | $56,441-26.6% | $80,874-48.8% |
| Participation rate | 31.4% | 41.7%-10.2pp | 52.5%-21.1pp | 67.6%-36.2pp |
| Annual return | 99.00% | 35.22%+63.8pp | 1704.21%-1605.2pp | 35.62%+63.4pp |
| Employer contribution / active EE | $542 | $669-19.1% | $1,039-47.9% | $2,756-80.3% |
| Participant deferral / active EE | $967 | $1,227-21.1% | $1,953-50.5% | $4,297-77.5% |
| Admin fee / account holder | $2,431 | $2,429+0.1% | $2,829-14.1% | $6,935-65.0% |