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 6-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 | $153,578 | $159,901-4.0% | $146,958+4.5% | $145,922+5.2% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 249.93% | 98.13%+151.8pp | 418.34%-168.4pp | 561.29%-311.4pp |
| Employer contribution / active EE | $1,508 | $5,286-71.5% | $4,933-69.4% | $4,660-67.6% |
| Participant deferral / active EE | $3,416 | $8,428-59.5% | $8,070-57.7% | $6,688-48.9% |
| Admin fee / account holder | $12,588 | $15,044-16.3% | $12,998-3.2% | $13,397-6.0% |