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 4-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 | $23,137 | $93,571-75.3% | $135,903-83.0% | $75,163-69.2% |
| Participation rate | 30.4% | 75.2%-44.8pp | 81.9%-51.5pp | 67.2%-36.8pp |
| Annual return | 1859.34% | 30.90%+1828.4pp | 68.23%+1791.1pp | 160.62%+1698.7pp |
| Employer contribution / active EE | $3,830 | $3,537+8.3% | $4,856-21.1% | $2,670+43.4% |
| Participant deferral / active EE | $7,669 | $6,404+19.8% | $7,758-1.1% | $4,125+85.9% |
| Admin fee / account holder | $2,554 | $6,975-63.4% | $10,762-76.3% | $5,651-54.8% |