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 4-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 | $18,356 | $102,604-82.1% | $86,188-78.7% | $139,434-86.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 28.48% | 1922.51%-1894.0pp | 1168.45%-1140.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,104 | $3,032-30.6% | $2,380-11.6% | $4,751-55.7% |
| Participant deferral / active EE | $5,796 | $4,676+24.0% | $3,985+45.4% | $6,710-13.6% |
| Admin fee / account holder | $2,836 | $8,657-67.2% | $6,852-58.6% | $11,403-75.1% |