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 7-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 | $160,594 | $90,348+77.8% | $75,972+111.4% | $145,922+10.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 9.71% | 620.88%-611.2pp | 359.55%-349.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,501 | $3,311-54.7% | $2,685-44.1% | $4,660-67.8% |
| Participant deferral / active EE | $5,871 | $5,162+13.7% | $4,255+38.0% | $6,688-12.2% |
| Admin fee / account holder | $2,011 | $8,467-76.3% | $6,467-68.9% | $13,397-85.0% |