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 3-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 | $29,814 | $70,756-57.9% | $65,493-54.5% | $142,382-79.1% |
| Participation rate | 46.7% | 77.4%-30.7pp | 73.1%-26.4pp | 80.1%-33.5pp |
| Annual return | 20.69% | 1754.89%-1734.2pp | 982.45%-961.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,314 | $2,881-54.4% | $2,574-49.0% | $4,299-69.4% |
| Participant deferral / active EE | $2,860 | $4,637-38.3% | $3,961-27.8% | $6,507-56.0% |
| Admin fee / account holder | $662 | $6,559-89.9% | $5,028-86.8% | $12,624-94.8% |