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 7-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 | $41,433 | $29,660+39.7% | $56,411-26.6% | $80,856-48.8% |
| Participation rate | 31.4% | 41.6%-10.2pp | 52.5%-21.0pp | 67.6%-36.2pp |
| Annual return | 99.00% | 35.23%+63.8pp | 1701.33%-1602.3pp | 35.59%+63.4pp |
| Employer contribution / active EE | $542 | $669-19.1% | $1,039-47.9% | $2,755-80.3% |
| Participant deferral / active EE | $967 | $1,226-21.1% | $1,952-50.4% | $4,296-77.5% |
| Admin fee / account holder | $2,431 | $2,428+0.1% | $2,829-14.1% | $6,918-64.9% |