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 | $27,848 | $96,305-71.1% | $80,569-65.4% | $139,434-80.0% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | 34.94% | 1350.08%-1315.1pp | 935.43%-900.5pp | 372.94%-338.0pp |
| Employer contribution / active EE | $425 | $3,262-87.0% | $2,723-84.4% | $4,751-91.1% |
| Participant deferral / active EE | $1,569 | $5,232-70.0% | $4,447-64.7% | $6,710-76.6% |
| Admin fee / account holder | $1,653 | $6,599-74.9% | $5,377-69.3% | $11,403-85.5% |