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 8-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 | $29,917 | $76,738-61.0% | $56,411-47.0% | $145,922-79.5% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.2pp | 80.3%-16.6pp |
| Annual return | 12.13% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,207 | $1,380-12.6% | $1,039+16.2% | $4,660-74.1% |
| Participant deferral / active EE | $3,052 | $2,623+16.4% | $1,952+56.4% | $6,688-54.4% |
| Admin fee / account holder | $615 | $3,334-81.6% | $2,829-78.3% | $13,397-95.4% |