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 | $72,769 | $76,785-5.2% | $56,441+28.9% | $145,959-50.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 13.60% | 3000.51%-2986.9pp | 1704.21%-1690.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $19,226 | $1,381+1292.6% | $1,039+1750.2% | $4,661+312.5% |
| Participant deferral / active EE | $8,740 | $2,624+233.1% | $1,953+347.5% | $6,689+30.7% |
| Admin fee / account holder | $3,631 | $3,334+8.9% | $2,829+28.3% | $13,398-72.9% |