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 | $17,907 | $156,846-88.6% | $121,098-85.2% | $139,434-87.2% |
| Participation rate | 47.4% | 76.4%-29.0pp | 69.5%-22.1pp | 80.3%-33.0pp |
| Annual return | 92.66% | 1474.56%-1381.9pp | 985.75%-893.1pp | 372.94%-280.3pp |
| Employer contribution / active EE | $1,553 | $5,536-72.0% | $4,164-62.7% | $4,751-67.3% |
| Participant deferral / active EE | $4,674 | $4,844-3.5% | $4,080+14.6% | $6,710-30.3% |
| Admin fee / account holder | $1,199 | $6,946-82.7% | $5,644-78.8% | $11,403-89.5% |