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 | $29,014 | $57,016-49.1% | $84,966-65.9% | $80,856-64.1% |
| Participation rate | 41.0% | 56.3%-15.3pp | 67.5%-26.5pp | 67.6%-26.6pp |
| Annual return | 214.43% | 21.66%+192.8pp | 66.38%+148.0pp | 35.59%+178.8pp |
| Employer contribution / active EE | $3,346 | $1,798+86.1% | $2,727+22.7% | $2,755+21.5% |
| Participant deferral / active EE | $5,146 | $3,110+65.5% | $4,519+13.9% | $4,296+19.8% |
| Admin fee / account holder | $4,861 | $4,980-2.4% | $6,149-20.9% | $6,918-29.7% |