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 | $26,103 | $70,606-63.0% | $53,898-51.6% | $142,382-81.7% |
| Participation rate | 68.8% | 63.7%+5.0pp | 55.0%+13.8pp | 80.1%-11.4pp |
| Annual return | 16.69% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,264 | $1,202+171.5% | $932+250.2% | $4,299-24.1% |
| Participant deferral / active EE | $1,373 | $2,364-41.9% | $1,826-24.8% | $6,507-78.9% |
| Admin fee / account holder | $346 | $2,852-87.9% | $2,491-86.1% | $12,624-97.3% |