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 | $37,984 | $81,625-53.5% | $58,482-35.1% | $139,434-72.8% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 14.60% | 7404.20%-7389.6pp | 4239.32%-4224.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $523 | $1,398-62.6% | $1,053-50.4% | $4,751-89.0% |
| Participant deferral / active EE | $2,076 | $2,557-18.8% | $1,924+7.9% | $6,710-69.1% |
| Admin fee / account holder | $861 | $3,265-73.6% | $2,516-65.8% | $11,403-92.5% |