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 | $54,647 | $77,314-29.3% | $177,989-69.3% | $80,856-32.4% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 100.47% | 18.09%+82.4pp | 294.48%-194.0pp | 35.59%+64.9pp |
| Employer contribution / active EE | $3,514 | $2,292+53.3% | $3,949-11.0% | $2,755+27.6% |
| Participant deferral / active EE | $5,656 | $4,411+28.2% | $6,276-9.9% | $4,296+31.7% |
| Admin fee / account holder | $6,518 | $7,191-9.4% | $10,363-37.1% | $6,918-5.8% |