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 6-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 | $27,235 | $34,932-22.0% | $56,441-51.7% | $74,546-63.5% |
| Participation rate | 61.4% | 32.9%+28.5pp | 52.5%+8.9pp | 67.2%-5.8pp |
| Annual return | 14.25% | 24.90%-10.6pp | 1704.21%-1690.0pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,248 | $608+105.2% | $1,039+20.1% | $2,624-52.4% |
| Participant deferral / active EE | $2,460 | $1,173+109.8% | $1,953+26.0% | $4,347-43.4% |
| Admin fee / account holder | $1,591 | $2,359-32.6% | $2,829-43.8% | $1,944-18.1% |