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 | $151,978 | $77,899+95.1% | $149,673+1.5% | $75,163+102.2% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 1902.08% | 31.72%+1870.4pp | 134.42%+1767.7pp | 160.62%+1741.5pp |
| Employer contribution / active EE | $674 | $3,137-78.5% | $4,818-86.0% | $2,670-74.7% |
| Participant deferral / active EE | $2,862 | $3,411-16.1% | $5,680-49.6% | $4,125-30.6% |
| Admin fee / account holder | $2,208 | $5,956-62.9% | $13,210-83.3% | $5,651-60.9% |