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 5-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 | $34,985 | $202,432-82.7% | $169,368-79.3% | $139,434-74.9% |
| Participation rate | 15.4% | 81.1%-65.7pp | 77.1%-61.8pp | 80.3%-64.9pp |
| Annual return | 53.01% | 531.74%-478.7pp | 405.60%-352.6pp | 372.94%-319.9pp |
| Employer contribution / active EE | $601 | $4,692-87.2% | $4,013-85.0% | $4,751-87.3% |
| Participant deferral / active EE | $5,116 | $6,938-26.3% | $6,221-17.8% | $6,710-23.8% |
| Admin fee / account holder | $15,209 | $10,708+42.0% | $9,003+68.9% | $11,403+33.4% |