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 | $91,145 | $138,065-34.0% | $123,544-26.2% | $135,375-32.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 252.04% | 153.68%+98.4pp | 119.20%+132.8pp | 519.73%-267.7pp |
| Employer contribution / active EE | $5,136 | $5,151-0.3% | $4,628+11.0% | $4,779+7.5% |
| Participant deferral / active EE | $9,596 | $6,799+41.1% | $6,426+49.3% | $5,609+71.1% |
| Admin fee / account holder | $832 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |