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 | $83,379 | $96,305-13.4% | $80,569+3.5% | $139,434-40.2% |
| Participation rate | 52.4% | 73.6%-21.2pp | 67.0%-14.6pp | 80.3%-27.9pp |
| Annual return | 22.84% | 1350.08%-1327.2pp | 935.43%-912.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $947 | $3,262-71.0% | $2,723-65.2% | $4,751-80.1% |
| Participant deferral / active EE | $1,436 | $5,232-72.6% | $4,447-67.7% | $6,710-78.6% |
| Admin fee / account holder | $9,429 | $6,599+42.9% | $5,377+75.4% | $11,403-17.3% |