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 | $40,875 | $149,040-72.6% | $120,225-66.0% | $137,256-70.2% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 15.64% | 605.68%-590.0pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $874 | $4,350-79.9% | $3,475-74.9% | $4,156-79.0% |
| Participant deferral / active EE | $2,235 | $4,655-52.0% | $3,999-44.1% | $6,407-65.1% |
| Admin fee / account holder | $2,485 | $6,348-60.8% | $5,696-56.4% | $12,270-79.7% |