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 9-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 | $29,399 | $104,486-71.9% | $76,817-61.7% | $152,861-80.8% |
| Participation rate | 44.4% | 76.6%-32.1pp | 72.1%-27.6pp | 82.4%-38.0pp |
| Annual return | 24.79% | 1013.37%-988.6pp | 1166.11%-1141.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,115 | $3,116-32.1% | $2,302-8.1% | $4,762-55.6% |
| Participant deferral / active EE | $4,020 | $4,236-5.1% | $3,336+20.5% | $5,850-31.3% |
| Admin fee / account holder | $391 | $12,275-96.8% | $6,420-93.9% | $11,596-96.6% |