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 | $108,229 | $96,635+12.0% | $86,612+25.0% | $139,434-22.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 16817.61% | 106.41%+16711.2pp | 591.07%+16226.5pp | 372.94%+16444.7pp |
| Employer contribution / active EE | $3,278 | $3,263+0.5% | $3,022+8.5% | $4,751-31.0% |
| Participant deferral / active EE | $7,332 | $4,836+51.6% | $4,438+65.2% | $6,710+9.3% |
| Admin fee / account holder | $937 | $6,408-85.4% | $5,614-83.3% | $11,403-91.8% |