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 8-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 | $54,083 | $76,738-29.5% | $56,411-4.1% | $145,922-62.9% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 13.45% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $962 | $1,380-30.3% | $1,039-7.4% | $4,660-79.4% |
| Participant deferral / active EE | $1,924 | $2,623-26.6% | $1,952-1.4% | $6,688-71.2% |
| Admin fee / account holder | $805 | $3,334-75.9% | $2,829-71.5% | $13,397-94.0% |