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 | $26,794 | $108,642-75.3% | $74,701-64.1% | $152,861-82.5% |
| Participation rate | 62.5% | 65.3%-2.8pp | 54.5%+8.0pp | 82.4%-19.9pp |
| Annual return | 23.56% | 114.06%-90.5pp | 752.92%-729.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,018 | $1,503+34.3% | $1,084+86.2% | $4,762-57.6% |
| Participant deferral / active EE | $1,424 | $2,712-47.5% | $1,964-27.5% | $5,850-75.7% |
| Admin fee / account holder | $1,143 | $4,902-76.7% | $3,333-65.7% | $11,596-90.1% |