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 | $74,687 | $30,400+145.7% | $53,898+38.6% | $84,808-11.9% |
| Participation rate | 32.6% | 46.4%-13.8pp | 55.0%-22.4pp | 68.3%-35.7pp |
| Annual return | 15.95% | 500.19%-484.2pp | 528.60%-512.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $860 | $603+42.6% | $932-7.8% | $2,631-67.3% |
| Participant deferral / active EE | $2,161 | $1,199+80.3% | $1,826+18.3% | $4,212-48.7% |
| Admin fee / account holder | $382 | $1,993-80.8% | $2,491-84.6% | $7,344-94.8% |