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 | $124,214 | $96,305+29.0% | $80,569+54.2% | $139,434-10.9% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 15.92% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $971 | $3,262-70.2% | $2,723-64.3% | $4,751-79.6% |
| Participant deferral / active EE | $4,826 | $5,232-7.7% | $4,447+8.5% | $6,710-28.1% |
| Admin fee / account holder | $470 | $6,599-92.9% | $5,377-91.3% | $11,403-95.9% |