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 7-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 | $41,358 | $76,738-46.1% | $56,411-26.7% | $145,922-71.7% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 7.51% | 2994.23%-2986.7pp | 1701.33%-1693.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,128 | $1,380-18.2% | $1,039+8.6% | $4,660-75.8% |
| Participant deferral / active EE | $3,400 | $2,623+29.6% | $1,952+74.2% | $6,688-49.2% |
| Admin fee / account holder | $1,645 | $3,334-50.7% | $2,829-41.9% | $13,397-87.7% |