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 | $45,851 | $60,323-24.0% | $81,812-44.0% | $74,495-38.5% |
| Participation rate | 54.9% | 62.9%-8.0pp | 72.3%-17.5pp | 67.2%-12.3pp |
| Annual return | 95.33% | 16.90%+78.4pp | 773.79%-678.5pp | 1364.94%-1269.6pp |
| Employer contribution / active EE | $1,704 | $2,620-35.0% | $2,912-41.5% | $2,623-35.0% |
| Participant deferral / active EE | $4,123 | $3,387+21.7% | $4,319-4.5% | $4,346-5.1% |
| Admin fee / account holder | $738 | $1,486-50.3% | $7,386-90.0% | $1,942-62.0% |