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 | $24,183 | $96,635-75.0% | $86,612-72.1% | $139,434-82.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 2794.95% | 106.41%+2688.5pp | 591.07%+2203.9pp | 372.94%+2422.0pp |
| Employer contribution / active EE | $4,798 | $3,263+47.0% | $3,022+58.8% | $4,751+1.0% |
| Participant deferral / active EE | $2,952 | $4,836-39.0% | $4,438-33.5% | $6,710-56.0% |
| Admin fee / account holder | $759 | $6,408-88.2% | $5,614-86.5% | $11,403-93.3% |