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 | $45,219 | $149,040-69.7% | $120,225-62.4% | $137,256-67.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 19.63% | 605.68%-586.1pp | 439.23%-419.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,677 | $4,350+7.5% | $3,475+34.6% | $4,156+12.5% |
| Participant deferral / active EE | $6,660 | $4,655+43.1% | $3,999+66.6% | $6,407+4.0% |
| Admin fee / account holder | $2,132 | $6,348-66.4% | $5,696-62.6% | $12,270-82.6% |