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 | $41,163 | $81,625-49.6% | $58,482-29.6% | $139,434-70.5% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | 19.62% | 7404.20%-7384.6pp | 4239.32%-4219.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,076 | $1,398-23.0% | $1,053+2.2% | $4,751-77.3% |
| Participant deferral / active EE | $666 | $2,557-73.9% | $1,924-65.4% | $6,710-90.1% |
| Admin fee / account holder | $586 | $3,265-82.1% | $2,516-76.7% | $11,403-94.9% |