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 | $42,848 | $76,785-44.2% | $56,441-24.1% | $145,959-70.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 9.28% | 3000.51%-2991.2pp | 1704.21%-1694.9pp | 561.95%-552.7pp |
| Employer contribution / active EE | $857 | $1,381-37.9% | $1,039-17.5% | $4,661-81.6% |
| Participant deferral / active EE | $3,010 | $2,624+14.7% | $1,953+54.1% | $6,689-55.0% |
| Admin fee / account holder | $1,059 | $3,334-68.2% | $2,829-62.6% | $13,398-92.1% |