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 7-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 | $125,022 | $72,400+72.7% | $67,502+85.2% | $145,922-14.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 19.65% | 7182.46%-7162.8pp | 3512.12%-3492.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,169 | $3,069-61.9% | $2,731-57.2% | $4,660-74.9% |
| Participant deferral / active EE | $8,925 | $4,783+86.6% | $4,000+123.1% | $6,688+33.5% |
| Admin fee / account holder | $852 | $5,539-84.6% | $3,998-78.7% | $13,397-93.6% |