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 | $45,040 | $70,756-36.3% | $65,493-31.2% | $142,382-68.4% |
| Participation rate | 43.8% | 77.4%-33.6pp | 73.1%-29.3pp | 80.1%-36.4pp |
| Annual return | 30.57% | 1754.89%-1724.3pp | 982.45%-951.9pp | 217.08%-186.5pp |
| Employer contribution / active EE | $559 | $2,881-80.6% | $2,574-78.3% | $4,299-87.0% |
| Participant deferral / active EE | $3,810 | $4,637-17.8% | $3,961-3.8% | $6,507-41.5% |
| Admin fee / account holder | $848 | $6,559-87.1% | $5,028-83.1% | $12,624-93.3% |