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 4-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 | $68,438 | $76,738-10.8% | $56,411+21.3% | $145,922-53.1% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.8pp | 80.3%-66.6pp |
| Annual return | 26.57% | 2994.23%-2967.7pp | 1701.33%-1674.8pp | 561.29%-534.7pp |
| Employer contribution / active EE | $791 | $1,380-42.7% | $1,039-23.8% | $4,660-83.0% |
| Participant deferral / active EE | $2,820 | $2,623+7.5% | $1,952+44.5% | $6,688-57.8% |
| Admin fee / account holder | $332 | $3,334-90.0% | $2,829-88.3% | $13,397-97.5% |