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 | $32,428 | $102,317-68.3% | $146,958-77.9% | $80,856-59.9% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.2%-37.3pp | 67.6%-22.8pp |
| Annual return | 277.98% | 134.76%+143.2pp | 418.34%-140.4pp | 35.59%+242.4pp |
| Employer contribution / active EE | $4,579 | $3,713+23.3% | $4,933-7.2% | $2,755+66.2% |
| Participant deferral / active EE | $4,087 | $6,644-38.5% | $8,070-49.4% | $4,296-4.9% |
| Admin fee / account holder | $1,276 | $7,941-83.9% | $12,998-90.2% | $6,918-81.5% |