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 | $64,374 | $81,625-21.1% | $58,482+10.1% | $139,434-53.8% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 15.63% | 7404.20%-7388.6pp | 4239.32%-4223.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $618 | $1,398-55.8% | $1,053-41.3% | $4,751-87.0% |
| Participant deferral / active EE | $5,529 | $2,557+116.3% | $1,924+187.4% | $6,710-17.6% |
| Admin fee / account holder | $493 | $3,265-84.9% | $2,516-80.4% | $11,403-95.7% |