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 | $46,523 | $102,245-54.5% | $89,340-47.9% | $137,256-66.1% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 509.80% | 21.89%+487.9pp | 20.57%+489.2pp | 220.34%+289.5pp |
| Employer contribution / active EE | $455 | $2,529-82.0% | $2,231-79.6% | $4,156-89.1% |
| Participant deferral / active EE | $1,079 | $4,436-75.7% | $3,823-71.8% | $6,407-83.2% |
| Admin fee / account holder | $32,368 | $8,085+300.3% | $6,704+382.8% | $12,270+163.8% |