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 6-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 | $90,294 | $76,738+17.7% | $56,411+60.1% | $145,922-38.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 13.72% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $464 | $1,380-66.4% | $1,039-55.4% | $4,660-90.1% |
| Participant deferral / active EE | $1,159 | $2,623-55.8% | $1,952-40.6% | $6,688-82.7% |
| Admin fee / account holder | $364 | $3,334-89.1% | $2,829-87.1% | $13,397-97.3% |