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 10-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 | $66,054 | $76,738-13.9% | $56,411+17.1% | $145,922-54.7% |
| Participation rate | 43.5% | 63.2%-19.7pp | 52.5%-9.0pp | 80.3%-36.8pp |
| Annual return | 12.48% | 2994.23%-2981.7pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,392 | $1,380+0.9% | $1,039+34.0% | $4,660-70.1% |
| Participant deferral / active EE | $3,846 | $2,623+46.7% | $1,952+97.1% | $6,688-42.5% |
| Admin fee / account holder | $10,160 | $3,334+204.8% | $2,829+259.2% | $13,397-24.2% |