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 | $12,817 | $30,400-57.8% | $53,898-76.2% | $84,808-84.9% |
| Participation rate | 69.8% | 46.4%+23.3pp | 55.0%+14.8pp | 68.3%+1.5pp |
| Annual return | 23.53% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,436 | $603+138.3% | $932+54.1% | $2,631-45.4% |
| Participant deferral / active EE | $3,045 | $1,199+154.0% | $1,826+66.7% | $4,212-27.7% |
| Admin fee / account holder | $1,382 | $1,993-30.7% | $2,491-44.5% | $7,344-81.2% |