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 | $58,660 | $27,915+110.1% | $58,482+0.3% | $75,163-22.0% |
| Participation rate | 31.0% | 38.8%-7.8pp | 50.9%-19.8pp | 67.2%-36.2pp |
| Annual return | 20.67% | 44.20%-23.5pp | 4239.32%-4218.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,458 | $669+117.9% | $1,053+38.4% | $2,670-45.4% |
| Participant deferral / active EE | $3,887 | $1,201+223.6% | $1,924+102.0% | $4,125-5.8% |
| Admin fee / account holder | $781 | $1,726-54.8% | $2,516-69.0% | $5,651-86.2% |