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 | $24,878 | $83,902-70.3% | $167,512-85.1% | $84,808-70.7% |
| Participation rate | 41.2% | 66.5%-25.3pp | 77.1%-35.9pp | 68.3%-27.1pp |
| Annual return | 73.71% | 91.55%-17.8pp | 1615.79%-1542.1pp | 40.90%+32.8pp |
| Employer contribution / active EE | $1,669 | $2,264-26.3% | $3,882-57.0% | $2,631-36.6% |
| Participant deferral / active EE | $2,583 | $4,442-41.9% | $6,405-59.7% | $4,212-38.7% |
| Admin fee / account holder | $1,157 | $7,915-85.4% | $9,769-88.2% | $7,344-84.2% |