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 3-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 | $13,795 | $72,400-80.9% | $67,502-79.6% | $145,922-90.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 23.28% | 7182.46%-7159.2pp | 3512.12%-3488.8pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,571 | $3,069+16.3% | $2,731+30.8% | $4,660-23.4% |
| Participant deferral / active EE | $3,579 | $4,783-25.2% | $4,000-10.5% | $6,688-46.5% |
| Admin fee / account holder | $980 | $5,539-82.3% | $3,998-75.5% | $13,397-92.7% |