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 | $43,726 | $202,432-78.4% | $169,368-74.2% | $139,434-68.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,797 | $4,692-19.1% | $4,013-5.4% | $4,751-20.1% |
| Participant deferral / active EE | $30,125 | $6,938+334.2% | $6,221+384.2% | $6,710+348.9% |
| Admin fee / account holder | $30,819 | $10,708+187.8% | $9,003+242.3% | $11,403+170.3% |