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 | $83,599 | $96,305-13.2% | $80,569+3.8% | $139,434-40.0% |
| Participation rate | 23.5% | 73.6%-50.1pp | 67.0%-43.5pp | 80.3%-56.8pp |
| Annual return | 20.00% | 1350.08%-1330.1pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,277 | $3,262-60.9% | $2,723-53.1% | $4,751-73.1% |
| Participant deferral / active EE | $6,057 | $5,232+15.8% | $4,447+36.2% | $6,710-9.7% |
| Admin fee / account holder | $5,847 | $6,599-11.4% | $5,377+8.7% | $11,403-48.7% |