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 | $31,665 | $102,604-69.1% | $86,188-63.3% | $139,434-77.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 33.35% | 1922.51%-1889.2pp | 1168.45%-1135.1pp | 372.94%-339.6pp |
| Employer contribution / active EE | $2,155 | $3,032-28.9% | $2,380-9.5% | $4,751-54.6% |
| Participant deferral / active EE | $6,994 | $4,676+49.6% | $3,985+75.5% | $6,710+4.2% |
| Admin fee / account holder | $19,149 | $8,657+121.2% | $6,852+179.5% | $11,403+67.9% |