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 | $39,306 | $72,400-45.7% | $67,502-41.8% | $145,922-73.1% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.2pp | 80.3%-16.6pp |
| Annual return | 18.25% | 7182.46%-7164.2pp | 3512.12%-3493.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $704 | $3,069-77.1% | $2,731-74.2% | $4,660-84.9% |
| Participant deferral / active EE | $8,023 | $4,783+67.7% | $4,000+100.6% | $6,688+20.0% |
| Admin fee / account holder | $607 | $5,539-89.0% | $3,998-84.8% | $13,397-95.5% |