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 5-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 | $30,164 | $27,915+8.1% | $58,482-48.4% | $75,163-59.9% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 23.70% | 44.20%-20.5pp | 4239.32%-4215.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,304 | $669+244.4% | $1,053+118.8% | $2,670-13.7% |
| Participant deferral / active EE | $4,360 | $1,201+262.9% | $1,924+126.6% | $4,125+5.7% |
| Admin fee / account holder | $1,180 | $1,726-31.6% | $2,516-53.1% | $5,651-79.1% |