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 | $27,703 | $30,400-8.9% | $53,898-48.6% | $84,808-67.3% |
| Participation rate | 68.1% | 46.4%+21.6pp | 55.0%+13.1pp | 68.3%-0.3pp |
| Annual return | 20.38% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,271 | $603+442.7% | $932+250.9% | $2,631+24.3% |
| Participant deferral / active EE | $1,144 | $1,199-4.6% | $1,826-37.4% | $4,212-72.8% |
| Admin fee / account holder | $1,691 | $1,993-15.2% | $2,491-32.1% | $7,344-77.0% |