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 | $29,123 | $99,640-70.8% | $86,436-66.3% | $134,475-78.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 5.67% | 6782.58%-6776.9pp | 4394.89%-4389.2pp | 417.96%-412.3pp |
| Employer contribution / active EE | $1,046 | $4,400-76.2% | $3,769-72.2% | $4,740-77.9% |
| Participant deferral / active EE | $5,390 | $7,246-25.6% | $6,952-22.5% | $6,400-15.8% |
| Admin fee / account holder | $2,060 | $8,371-75.4% | $6,731-69.4% | $11,426-82.0% |