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 | $34,407 | $102,604-66.5% | $86,188-60.1% | $139,434-75.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 23.47% | 1922.51%-1899.0pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,166 | $3,032-28.6% | $2,380-9.0% | $4,751-54.4% |
| Participant deferral / active EE | $7,029 | $4,676+50.3% | $3,985+76.4% | $6,710+4.8% |
| Admin fee / account holder | $1,090 | $8,657-87.4% | $6,852-84.1% | $11,403-90.4% |