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 5-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 | $75,876 | $76,738-1.1% | $56,411+34.5% | $145,922-48.0% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.4pp | 80.3%-67.2pp |
| Annual return | 18.27% | 2994.23%-2976.0pp | 1701.33%-1683.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $325 | $1,380-76.4% | $1,039-68.7% | $4,660-93.0% |
| Participant deferral / active EE | $2,028 | $2,623-22.7% | $1,952+3.9% | $6,688-69.7% |
| Admin fee / account holder | $431 | $3,334-87.1% | $2,829-84.8% | $13,397-96.8% |