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 | $13,738 | $41,078-66.6% | $80,569-82.9% | $71,457-80.8% |
| Participation rate | 32.0% | 50.2%-18.2pp | 67.0%-35.0pp | 67.9%-35.9pp |
| Annual return | 98.35% | 38.45%+59.9pp | 935.43%-837.1pp | 28.85%+69.5pp |
| Employer contribution / active EE | $1,326 | $1,506-12.0% | $2,723-51.3% | $2,588-48.8% |
| Participant deferral / active EE | $2,321 | $2,699-14.0% | $4,447-47.8% | $4,289-45.9% |
| Admin fee / account holder | $643 | $1,840-65.1% | $5,377-88.0% | $1,587-59.5% |