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 5-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 | $41,601 | $29,660+40.3% | $56,411-26.3% | $80,856-48.5% |
| Participation rate | 65.0% | 41.6%+23.4pp | 52.5%+12.5pp | 67.6%-2.6pp |
| Annual return | 102.69% | 35.23%+67.5pp | 1701.33%-1598.6pp | 35.59%+67.1pp |
| Employer contribution / active EE | $2,010 | $669+200.2% | $1,039+93.5% | $2,755-27.0% |
| Participant deferral / active EE | $3,992 | $1,226+225.6% | $1,952+104.5% | $4,296-7.1% |
| Admin fee / account holder | $1,200 | $2,428-50.6% | $2,829-57.6% | $6,918-82.7% |