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 3-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 | $55,397 | $124,425-55.5% | $112,040-50.6% | $137,256-59.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 289.68% | 24.72%+265.0pp | 24.52%+265.2pp | 220.34%+69.3pp |
| Employer contribution / active EE | $6,457 | $3,411+89.3% | $2,954+118.6% | $4,156+55.4% |
| Participant deferral / active EE | $12,618 | $5,718+120.7% | $5,098+147.5% | $6,407+96.9% |
| Admin fee / account holder | $2,948 | $15,207-80.6% | $12,098-75.6% | $12,270-76.0% |