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 | $89,275 | $149,040-40.1% | $120,225-25.7% | $137,256-35.0% |
| Participation rate | 47.1% | 75.4%-28.4pp | 69.6%-22.5pp | 80.0%-32.9pp |
| Annual return | 22.55% | 605.68%-583.1pp | 439.23%-416.7pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,772 | $4,350-36.3% | $3,475-20.2% | $4,156-33.3% |
| Participant deferral / active EE | $5,928 | $4,655+27.3% | $3,999+48.2% | $6,407-7.5% |
| Admin fee / account holder | $5,758 | $6,348-9.3% | $5,696+1.1% | $12,270-53.1% |