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 | $64,989 | $72,400-10.2% | $67,502-3.7% | $145,922-55.5% |
| Participation rate | 7.7% | 76.9%-69.2pp | 72.9%-65.2pp | 80.3%-72.6pp |
| Annual return | 15.05% | 7182.46%-7167.4pp | 3512.12%-3497.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $655 | $3,069-78.7% | $2,731-76.0% | $4,660-85.9% |
| Participant deferral / active EE | $2,528 | $4,783-47.1% | $4,000-36.8% | $6,688-62.2% |
| Admin fee / account holder | $4,927 | $5,539-11.0% | $3,998+23.3% | $13,397-63.2% |