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 | $81,205 | $83,902-3.2% | $167,512-51.5% | $84,808-4.2% |
| Participation rate | 47.1% | 66.5%-19.3pp | 77.1%-29.9pp | 68.3%-21.2pp |
| Annual return | 16.07% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,830 | $2,264-19.2% | $3,882-52.9% | $2,631-30.5% |
| Participant deferral / active EE | $4,338 | $4,442-2.4% | $6,405-32.3% | $4,212+3.0% |
| Admin fee / account holder | $5,017 | $7,915-36.6% | $9,769-48.6% | $7,344-31.7% |