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 | $55,484 | $109,817-49.5% | $98,442-43.6% | $167,490-66.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 19.65% | 1956.69%-1937.0pp | 1492.73%-1473.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,366 | $3,224-26.6% | $2,960-20.1% | $4,837-51.1% |
| Participant deferral / active EE | $5,725 | $4,673+22.5% | $4,276+33.9% | $6,341-9.7% |
| Admin fee / account holder | $3,382 | $6,753-49.9% | $5,949-43.1% | $12,309-72.5% |