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 | $31,106 | $76,738-59.5% | $56,411-44.9% | $145,922-78.7% |
| Participation rate | 52.2% | 63.2%-11.0pp | 52.5%-0.3pp | 80.3%-28.1pp |
| Annual return | 18.61% | 2994.23%-2975.6pp | 1701.33%-1682.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,409 | $1,380+2.1% | $1,039+35.6% | $4,660-69.8% |
| Participant deferral / active EE | $4,267 | $2,623+62.7% | $1,952+118.6% | $6,688-36.2% |
| Admin fee / account holder | $985 | $3,334-70.5% | $2,829-65.2% | $13,397-92.6% |