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 | $109,413-28.9% | $156,263-50.2% | $84,808-8.2% |
| Participation rate | 37.8% | 72.7%-34.9pp | 78.9%-41.1pp | 68.3%-30.5pp |
| Annual return | 615.42% | 20.18%+595.2pp | 59.47%+556.0pp | 40.90%+574.5pp |
| Employer contribution / active EE | $1,139 | $2,907-60.8% | $4,333-73.7% | $2,631-56.7% |
| Participant deferral / active EE | $2,655 | $4,590-42.2% | $6,158-56.9% | $4,212-37.0% |
| Admin fee / account holder | $72,166 | $9,357+671.3% | $14,255+406.3% | $7,344+882.7% |