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 | $30,055 | $76,738-60.8% | $56,411-46.7% | $145,922-79.4% |
| Participation rate | 34.8% | 63.2%-28.4pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 13.87% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $788 | $1,380-42.9% | $1,039-24.1% | $4,660-83.1% |
| Participant deferral / active EE | $1,538 | $2,623-41.4% | $1,952-21.2% | $6,688-77.0% |
| Admin fee / account holder | $326 | $3,334-90.2% | $2,829-88.5% | $13,397-97.6% |