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 9-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 | $24,342 | $185,200-86.9% | $142,863-83.0% | $167,490-85.5% |
| Participation rate | 45.5% | 78.4%-33.0pp | 71.9%-26.5pp | 82.1%-36.7pp |
| Annual return | 10.02% | 8555.70%-8545.7pp | 5637.54%-5627.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,004 | $5,604-82.1% | $4,144-75.8% | $4,837-79.2% |
| Participant deferral / active EE | $4,306 | $4,494-4.2% | $3,837+12.2% | $6,341-32.1% |
| Admin fee / account holder | $360 | $8,031-95.5% | $6,560-94.5% | $12,309-97.1% |