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 | $39,081 | $80,724-51.6% | $103,333-62.2% | $74,495-47.5% |
| Participation rate | 57.1% | 65.7%-8.5pp | 74.5%-17.4pp | 67.2%-10.1pp |
| Annual return | 62.25% | 27.56%+34.7pp | 24.88%+37.4pp | 1364.94%-1302.7pp |
| Employer contribution / active EE | $2,084 | $3,157-34.0% | $3,868-46.1% | $2,623-20.5% |
| Participant deferral / active EE | $4,734 | $3,860+22.6% | $5,057-6.4% | $4,346+8.9% |
| Admin fee / account holder | $1,074 | $2,368-54.6% | $8,355-87.1% | $1,942-44.7% |