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 | $40,775 | $81,625-50.0% | $58,482-30.3% | $139,434-70.8% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 19.71% | 7404.20%-7384.5pp | 4239.32%-4219.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $374 | $1,398-73.2% | $1,053-64.5% | $4,751-92.1% |
| Participant deferral / active EE | $911 | $2,557-64.4% | $1,924-52.7% | $6,710-86.4% |
| Admin fee / account holder | $614 | $3,265-81.2% | $2,516-75.6% | $11,403-94.6% |