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 | $138,580 | $49,173+181.8% | $121,098+14.4% | $75,163+84.4% |
| Participation rate | 36.1% | 55.4%-19.3pp | 69.5%-33.4pp | 67.2%-31.1pp |
| Annual return | 23.85% | 55.99%-32.1pp | 985.75%-961.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $1,849 | $1,546+19.6% | $4,164-55.6% | $2,670-30.7% |
| Participant deferral / active EE | $3,541 | $2,628+34.8% | $4,080-13.2% | $4,125-14.2% |
| Admin fee / account holder | $4,039 | $3,942+2.5% | $5,644-28.5% | $5,651-28.5% |