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 | $144,208 | $755,339-80.9% | $379,746-62.0% | $158,922-9.3% |
| Participation rate | 50.0% | 81.8%-31.8pp | 78.4%-28.4pp | 82.0%-32.0pp |
| Annual return | 160.90% | 53.41%+107.5pp | 34.90%+126.0pp | 302.83%-141.9pp |
| Employer contribution / active EE | $2,153 | $4,685-54.0% | $3,540-39.2% | $4,761-54.8% |
| Participant deferral / active EE | $9,431 | $7,938+18.8% | $6,024+56.6% | $5,982+57.7% |
| Admin fee / account holder | $447 | $14,482-96.9% | $7,927-94.4% | $11,246-96.0% |