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 5-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 | $42,140 | $81,625-48.4% | $58,482-27.9% | $139,434-69.8% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 16.04% | 7404.20%-7388.2pp | 4239.32%-4223.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $198 | $1,398-85.8% | $1,053-81.2% | $4,751-95.8% |
| Participant deferral / active EE | $872 | $2,557-65.9% | $1,924-54.7% | $6,710-87.0% |
| Admin fee / account holder | $553 | $3,265-83.1% | $2,516-78.0% | $11,403-95.2% |