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 | $15,079 | $34,934-56.8% | $56,411-73.3% | $74,495-79.8% |
| Participation rate | 39.6% | 32.8%+6.8pp | 52.5%-12.8pp | 67.2%-27.6pp |
| Annual return | 228.98% | 25.94%+203.0pp | 1701.33%-1472.4pp | 1364.94%-1136.0pp |
| Employer contribution / active EE | $454 | $609-25.5% | $1,039-56.3% | $2,623-82.7% |
| Participant deferral / active EE | $585 | $1,170-50.0% | $1,952-70.0% | $4,346-86.5% |
| Admin fee / account holder | $933 | $2,364-60.5% | $2,829-67.0% | $1,942-52.0% |