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 | $26,070 | $175,202-85.1% | $149,673-82.6% | $139,434-81.3% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 36.82% | 166.71%-129.9pp | 134.42%-97.6pp | 372.94%-336.1pp |
| Employer contribution / active EE | $8,673 | $5,474+58.4% | $4,818+80.0% | $4,751+82.6% |
| Participant deferral / active EE | $4,314 | $6,519-33.8% | $5,680-24.0% | $6,710-35.7% |
| Admin fee / account holder | $465 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |