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 | $22,612 | $180,749-87.5% | $160,784-85.9% | $137,256-83.5% |
| Participation rate | 31.3% | 80.0%-48.7pp | 77.0%-45.7pp | 80.0%-48.7pp |
| Annual return | 55.01% | 2234.46%-2179.5pp | 1803.92%-1748.9pp | 220.34%-165.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,915 | $6,844-42.8% | $6,293-37.8% | $6,407-38.9% |
| Admin fee / account holder | $1,021 | $10,397-90.2% | $9,717-89.5% | $12,270-91.7% |