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 | $77,837 | $108,825-28.5% | $156,181-50.2% | $82,448-5.6% |
| Participation rate | 37.8% | 72.4%-34.5pp | 78.8%-41.0pp | 68.1%-30.2pp |
| Annual return | 615.42% | 20.59%+594.8pp | 64.87%+550.6pp | 41.64%+573.8pp |
| Employer contribution / active EE | $1,139 | $2,870-60.3% | $4,294-73.5% | $2,551-55.4% |
| Participant deferral / active EE | $2,655 | $4,577-42.0% | $6,132-56.7% | $4,139-35.9% |
| Admin fee / account holder | $72,166 | $9,341+672.6% | $14,586+394.8% | $7,234+897.5% |