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 | $29,053 | $156,846-81.5% | $121,098-76.0% | $139,434-79.2% |
| Participation rate | 63.2% | 76.4%-13.3pp | 69.5%-6.3pp | 80.3%-17.2pp |
| Annual return | 37.54% | 1474.56%-1437.0pp | 985.75%-948.2pp | 372.94%-335.4pp |
| Employer contribution / active EE | $7,918 | $5,536+43.0% | $4,164+90.2% | $4,751+66.7% |
| Participant deferral / active EE | $5,096 | $4,844+5.2% | $4,080+24.9% | $6,710-24.1% |
| Admin fee / account holder | $1,595 | $6,946-77.0% | $5,644-71.7% | $11,403-86.0% |