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 | $74,114 | $96,635-23.3% | $86,612-14.4% | $139,434-46.8% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 141.38% | 106.41%+35.0pp | 591.07%-449.7pp | 372.94%-231.6pp |
| Employer contribution / active EE | $1,663 | $3,263-49.0% | $3,022-45.0% | $4,751-65.0% |
| Participant deferral / active EE | $4,001 | $4,836-17.3% | $4,438-9.8% | $6,710-40.4% |
| Admin fee / account holder | $3,502 | $6,408-45.3% | $5,614-37.6% | $11,403-69.3% |