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 6-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 | $178,528 | $96,305+85.4% | $80,569+121.6% | $139,434+28.0% |
| Participation rate | 58.8% | 73.6%-14.8pp | 67.0%-8.2pp | 80.3%-21.5pp |
| Annual return | 16.95% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,403 | $3,262-57.0% | $2,723-48.5% | $4,751-70.5% |
| Participant deferral / active EE | $3,575 | $5,232-31.7% | $4,447-19.6% | $6,710-46.7% |
| Admin fee / account holder | $2,272 | $6,599-65.6% | $5,377-57.7% | $11,403-80.1% |