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 | $34,892 | $70,756-50.7% | $65,493-46.7% | $142,382-75.5% |
| Participation rate | 47.1% | 77.4%-30.3pp | 73.1%-26.0pp | 80.1%-33.1pp |
| Annual return | 14.60% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,677 | $2,881-41.8% | $2,574-34.8% | $4,299-61.0% |
| Participant deferral / active EE | $4,097 | $4,637-11.7% | $3,961+3.4% | $6,507-37.0% |
| Admin fee / account holder | $1,666 | $6,559-74.6% | $5,028-66.9% | $12,624-86.8% |