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 | $50,563 | $76,738-34.1% | $56,411-10.4% | $145,922-65.3% |
| Participation rate | 38.5% | 63.2%-24.8pp | 52.5%-14.0pp | 80.3%-41.8pp |
| Annual return | 13.54% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $424 | $1,380-69.3% | $1,039-59.2% | $4,660-90.9% |
| Participant deferral / active EE | $1,048 | $2,623-60.0% | $1,952-46.3% | $6,688-84.3% |
| Admin fee / account holder | $703 | $3,334-78.9% | $2,829-75.2% | $13,397-94.8% |