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 | $161,630 | $104,486+54.7% | $76,817+110.4% | $152,861+5.7% |
| Participation rate | 28.6% | 76.6%-48.0pp | 72.1%-43.5pp | 82.4%-53.9pp |
| Annual return | 22.64% | 1013.37%-990.7pp | 1166.11%-1143.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $900 | $3,116-71.1% | $2,302-60.9% | $4,762-81.1% |
| Participant deferral / active EE | $9,000 | $4,236+112.5% | $3,336+169.8% | $5,850+53.8% |
| Admin fee / account holder | $918 | $12,275-92.5% | $6,420-85.7% | $11,596-92.1% |