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 10-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 | $39,122 | $144,119-72.9% | $117,854-66.8% | $147,584-73.5% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 619.51% | 531.15%+88.4pp | 335.08%+284.4pp | 578.55%+41.0pp |
| Employer contribution / active EE | $1,828 | $4,896-62.7% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $4,536 | $5,316-14.7% | $4,482+1.2% | $5,439-16.6% |
| Admin fee / account holder | $588 | $10,886-94.6% | $8,020-92.7% | $10,885-94.6% |