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 | $30,563 | $70,756-56.8% | $65,493-53.3% | $142,382-78.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 24.47% | 1754.89%-1730.4pp | 982.45%-958.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,270 | $2,881+48.2% | $2,574+65.9% | $4,299-0.7% |
| Participant deferral / active EE | $4,770 | $4,637+2.9% | $3,961+20.4% | $6,507-26.7% |
| Admin fee / account holder | $3,417 | $6,559-47.9% | $5,028-32.0% | $12,624-72.9% |