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 | $8,199 | $27,839-70.5% | $58,482-86.0% | $71,457-88.5% |
| Participation rate | 21.7% | 34.5%-12.9pp | 50.9%-29.2pp | 67.9%-46.3pp |
| Annual return | 582.15% | 26.81%+555.3pp | 4239.32%-3657.2pp | 28.85%+553.3pp |
| Employer contribution / active EE | $233 | $631-63.1% | $1,053-77.9% | $2,588-91.0% |
| Participant deferral / active EE | $401 | $1,206-66.7% | $1,924-79.1% | $4,289-90.6% |
| Admin fee / account holder | $852 | $1,641-48.1% | $2,516-66.1% | $1,587-46.3% |