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 | $64,484 | $81,625-21.0% | $58,482+10.3% | $139,434-53.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 20.94% | 7404.20%-7383.3pp | 4239.32%-4218.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,878 | $1,398+34.3% | $1,053+78.3% | $4,751-60.5% |
| Participant deferral / active EE | $3,002 | $2,557+17.4% | $1,924+56.1% | $6,710-55.3% |
| Admin fee / account holder | $352 | $3,265-89.2% | $2,516-86.0% | $11,403-96.9% |