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 | $17,012 | $138,044-87.7% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | 72.69% | 750.33%-677.6pp | 572.05%-499.4pp | 417.96%-345.3pp |
| Employer contribution / active EE | $1,784 | $5,243-66.0% | $4,814-62.9% | $4,740-62.4% |
| Participant deferral / active EE | $8,359 | $7,799+7.2% | $7,446+12.3% | $6,400+30.6% |
| Admin fee / account holder | $2,343 | $11,571-79.8% | $10,010-76.6% | $11,426-79.5% |