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 | $206,260 | $109,817+87.8% | $98,442+109.5% | $167,490+23.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 12.30% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,669 | $3,224+13.8% | $2,960+24.0% | $4,837-24.1% |
| Participant deferral / active EE | $6,233 | $4,673+33.4% | $4,276+45.8% | $6,341-1.7% |
| Admin fee / account holder | $2,211 | $6,753-67.3% | $5,949-62.8% | $12,309-82.0% |