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 | $58,954 | $58,234+1.2% | $81,783-27.9% | $80,874-27.1% |
| Participation rate | 15.3% | 63.4%-48.2pp | 72.4%-57.1pp | 67.6%-52.4pp |
| Annual return | 164.40% | 41.70%+122.7pp | 775.05%-610.6pp | 35.62%+128.8pp |
| Employer contribution / active EE | $409 | $2,341-82.6% | $2,913-86.0% | $2,756-85.2% |
| Participant deferral / active EE | $1,204 | $3,283-63.3% | $4,320-72.1% | $4,297-72.0% |
| Admin fee / account holder | $1,244 | $4,982-75.0% | $7,380-83.1% | $6,935-82.1% |