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 | $28,395 | $102,604-72.3% | $86,188-67.1% | $139,434-79.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 49.10% | 1922.51%-1873.4pp | 1168.45%-1119.3pp | 372.94%-323.8pp |
| Employer contribution / active EE | $2,040 | $3,032-32.7% | $2,380-14.3% | $4,751-57.1% |
| Participant deferral / active EE | $4,132 | $4,676-11.6% | $3,985+3.7% | $6,710-38.4% |
| Admin fee / account holder | $3,279 | $8,657-62.1% | $6,852-52.1% | $11,403-71.2% |