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 | $28,659 | $180,749-84.1% | $160,784-82.2% | $137,256-79.1% |
| Participation rate | 34.8% | 80.0%-45.2pp | 77.0%-42.2pp | 80.0%-45.2pp |
| Annual return | 82.49% | 2234.46%-2152.0pp | 1803.92%-1721.4pp | 220.34%-137.8pp |
| Employer contribution / active EE | $821 | $4,155-80.2% | $3,733-78.0% | $4,156-80.2% |
| Participant deferral / active EE | $1,187 | $6,844-82.7% | $6,293-81.1% | $6,407-81.5% |
| Admin fee / account holder | $2,800 | $10,397-73.1% | $9,717-71.2% | $12,270-77.2% |