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 | $26,860 | $81,625-67.1% | $58,482-54.1% | $139,434-80.7% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | 24.87% | 7404.20%-7379.3pp | 4239.32%-4214.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $907 | $1,398-35.1% | $1,053-13.9% | $4,751-80.9% |
| Participant deferral / active EE | $3,075 | $2,557+20.3% | $1,924+59.8% | $6,710-54.2% |
| Admin fee / account holder | $1,598 | $3,265-51.1% | $2,516-36.5% | $11,403-86.0% |