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 | $35,962 | $109,817-67.3% | $98,442-63.5% | $167,490-78.5% |
| Participation rate | 18.2% | 75.8%-57.6pp | 73.3%-55.2pp | 82.1%-63.9pp |
| Annual return | 35.78% | 1956.69%-1920.9pp | 1492.73%-1456.9pp | 478.56%-442.8pp |
| Employer contribution / active EE | $1,050 | $3,224-67.4% | $2,960-64.5% | $4,837-78.3% |
| Participant deferral / active EE | $2,494 | $4,673-46.6% | $4,276-41.7% | $6,341-60.7% |
| Admin fee / account holder | $349 | $6,753-94.8% | $5,949-94.1% | $12,309-97.2% |