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 | $68,097-55.1% | $62,929-51.4% | $137,256-77.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 24.47% | 1859.11%-1834.6pp | 1063.93%-1039.5pp | 220.34%-195.9pp |
| Employer contribution / active EE | $4,270 | $2,811+51.9% | $2,505+70.5% | $4,156+2.7% |
| Participant deferral / active EE | $4,770 | $4,553+4.8% | $3,888+22.7% | $6,407-25.6% |
| Admin fee / account holder | $3,417 | $6,521-47.6% | $5,065-32.5% | $12,270-72.2% |