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 | $55,394 | $76,738-27.8% | $56,411-1.8% | $145,922-62.0% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 9.15% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $492 | $1,380-64.4% | $1,039-52.6% | $4,660-89.4% |
| Participant deferral / active EE | $2,031 | $2,623-22.6% | $1,952+4.0% | $6,688-69.6% |
| Admin fee / account holder | $1,415 | $3,334-57.6% | $2,829-50.0% | $13,397-89.4% |