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 | $19,538 | $96,305-79.7% | $80,569-75.8% | $139,434-86.0% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 484.36% | 1350.08%-865.7pp | 935.43%-451.1pp | 372.94%+111.4pp |
| Employer contribution / active EE | $1,226 | $3,262-62.4% | $2,723-55.0% | $4,751-74.2% |
| Participant deferral / active EE | $6,453 | $5,232+23.3% | $4,447+45.1% | $6,710-3.8% |
| Admin fee / account holder | $965 | $6,599-85.4% | $5,377-82.1% | $11,403-91.5% |