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 5-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 | $129,191 | $76,785+68.3% | $56,441+128.9% | $145,959-11.5% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 12.28% | 3000.51%-2988.2pp | 1704.21%-1691.9pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,257 | $1,381-9.0% | $1,039+20.9% | $4,661-73.0% |
| Participant deferral / active EE | $3,953 | $2,624+50.7% | $1,953+102.4% | $6,689-40.9% |
| Admin fee / account holder | $512 | $3,334-84.6% | $2,829-81.9% | $13,398-96.2% |