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 9-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 | $62,680 | $109,817-42.9% | $98,442-36.3% | $167,490-62.6% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.02% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,157 | $3,224-33.1% | $2,960-27.1% | $4,837-55.4% |
| Participant deferral / active EE | $5,426 | $4,673+16.1% | $4,276+26.9% | $6,341-14.4% |
| Admin fee / account holder | $3,502 | $6,753-48.1% | $5,949-41.1% | $12,309-71.5% |