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 | $21,733 | $96,305-77.4% | $80,569-73.0% | $139,434-84.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 80.99% | 1350.08%-1269.1pp | 935.43%-854.4pp | 372.94%-291.9pp |
| Employer contribution / active EE | $1,833 | $3,262-43.8% | $2,723-32.7% | $4,751-61.4% |
| Participant deferral / active EE | $7,474 | $5,232+42.9% | $4,447+68.1% | $6,710+11.4% |
| Admin fee / account holder | $795 | $6,599-88.0% | $5,377-85.2% | $11,403-93.0% |