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 6-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 | $18,683 | $70,756-73.6% | $65,493-71.5% | $142,382-86.9% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.1%-15.1pp |
| Annual return | 51.70% | 1754.89%-1703.2pp | 982.45%-930.7pp | 217.08%-165.4pp |
| Employer contribution / active EE | $1,307 | $2,881-54.6% | $2,574-49.2% | $4,299-69.6% |
| Participant deferral / active EE | $1,992 | $4,637-57.0% | $3,961-49.7% | $6,507-69.4% |
| Admin fee / account holder | $848 | $6,559-87.1% | $5,028-83.1% | $12,624-93.3% |