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 | $51,220 | $86,929-41.1% | $102,423-50.0% | $80,856-36.7% |
| Participation rate | 27.5% | 72.4%-44.9pp | 76.5%-49.0pp | 67.6%-40.1pp |
| Annual return | 97.18% | 18.88%+78.3pp | 29.32%+67.9pp | 35.59%+61.6pp |
| Employer contribution / active EE | $1,283 | $2,369-45.8% | $3,023-57.6% | $2,755-53.4% |
| Participant deferral / active EE | $2,342 | $4,118-43.1% | $5,053-53.6% | $4,296-45.5% |
| Admin fee / account holder | $898 | $8,049-88.8% | $9,451-90.5% | $6,918-87.0% |