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 | $26,534 | $34,934-24.0% | $56,411-53.0% | $74,495-64.4% |
| Participation rate | 7.6% | 32.8%-25.2pp | 52.5%-44.8pp | 67.2%-59.6pp |
| Annual return | 41.61% | 25.94%+15.7pp | 1701.33%-1659.7pp | 1364.94%-1323.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $847 | $1,170-27.6% | $1,952-56.6% | $4,346-80.5% |
| Admin fee / account holder | $1,042 | $2,364-55.9% | $2,829-63.2% | $1,942-46.3% |