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 | $16,103 | $76,738-79.0% | $56,411-71.5% | $145,922-89.0% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 15.46% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,038 | $1,380+47.7% | $1,039+96.2% | $4,660-56.3% |
| Participant deferral / active EE | $3,263 | $2,623+24.4% | $1,952+67.2% | $6,688-51.2% |
| Admin fee / account holder | $2,388 | $3,334-28.4% | $2,829-15.6% | $13,397-82.2% |