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 | $97,118 | $185,200-47.6% | $142,863-32.0% | $167,490-42.0% |
| Participation rate | 25.0% | 78.4%-53.4pp | 71.9%-46.9pp | 82.1%-57.1pp |
| Annual return | 13.30% | 8555.70%-8542.4pp | 5637.54%-5624.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $979 | $5,604-82.5% | $4,144-76.4% | $4,837-79.8% |
| Participant deferral / active EE | $6,500 | $4,494+44.6% | $3,837+69.4% | $6,341+2.5% |
| Admin fee / account holder | $682 | $8,031-91.5% | $6,560-89.6% | $12,309-94.5% |