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 | $61,892 | $117,841-47.5% | $102,423-39.6% | $145,922-57.6% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 648.25% | 31.65%+616.6pp | 29.32%+618.9pp | 561.29%+87.0pp |
| Employer contribution / active EE | $1,320 | $3,615-63.5% | $3,023-56.3% | $4,660-71.7% |
| Participant deferral / active EE | $2,537 | $5,731-55.7% | $5,053-49.8% | $6,688-62.1% |
| Admin fee / account holder | $1,546 | $13,326-88.4% | $9,451-83.6% | $13,397-88.5% |